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Scott Turnbull  DipPFS, CertPFS (DM), Certs CII (SMP & ER)

Independent Financial Adviser

 

 

Scott has worked in the financial services industry since 2008, previously working in a number of roles for Old Mutual Wealth and VitalityInvest.

A recent addition to Strategic Solutions, Scott has joined Kevin Forbes' team to work alongside Jon, Paul and Rob. He is currently studying towards Chartered status.

Scott lives in Fareham with his wife and two young children. When not studying, he enjoys running, playing golf and kayaking with his son.

 

He is a member of the Personal Finance Society (PFS) and holds the following qualifications: 

 

RO1 - Financial Services, Regulation & Ethics
RO2 – Investment Principles and Risk
RO3 – Personal Taxation
RO4 – Pension and Retirement Planning
RO5 – Financial Protection

R06 - Financial Planning Practice

R07 - Advanced Mortgage Advice

CF1 - UK Financial Services, Regulation & Ethics

CF6 - Mortgage Advice

CF8 - Long Term Care Insurance

ER1 - Equity Release


J10 - Discretionary Investment Management

J12 - Securities Advice and Dealing

LP2 - Financial services products and solutions

Diploma in Regulated Financial Planning

Diploma in Financial Planning

Certificate in Equity Release

Certificate in Discretionary Investment Management

Certificate in Financial Services (General Route)

Certificate in Advanced Mortgage Advice

Certificate in Life & Pensions

Forces Money Plan Volunteer