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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
AF5 - Financial Planning
AF6 - Senior Management and Supervision
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