Founder Kevin Forbes gives his predictions for 2020 in Capital Magazine
December 4, 2019
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What a year…
24 Dec 2015
We were 5 years old. My hasn’t time flown when you are busy!
January – awarded Professional Adviser IFA of the Year for the South West got the year going very nicely and definitely set the tone for expectations for what was to come!
Retained our Corporate Chartered Status (again)
Awarded a New Model Adviser Top 100 firm status (again)
Won the National Title of Moneyfacts Investment Adviser of the Year! Against all the big boys!
Were a finalist (Top 3) in the Dorset Business Awards for Excellence in Customer Services, first IFA firm to ever get to this level.
Welcomed our first apprentice to the team (Jon) and also our first specialist mortgage adviser (Lucinda ‘don’t call me Lucy’ Warren) plus one financial adviser, (Russell ‘ Rusty Rockets’ Tonks) .
Kevin was re-elected Chairman of the Hants & Dorset PFS, and spoke main stage at the London Symposium event.
Allan was appointed Deputy President of the Bournemouth Chartered Insurance Institute, ready to take on the #1 job in April
Chris has joined the committee of the Bournemouth Chartered Insurance Institute, patiently waiting in the shadows to take on Allan’s role…
We talked at schools, on debt (Dean & Jon) and on Financial Services careers (Allan &Kev), with two additional new ones already booked in 2016 to keep building on this progress. We also sponsored a reading program at a school in Newton Abbot . This year, we started negotiations with both Bournemouth University and Arts University Bournemouth for some closer work and sponsorship for 2016 and beyond.
We were the largest corporate donor to The Dorset Deaf Children’s Society, who invited Kevin to be their new Chairman.
We had 4 amazing Development Academies, learnt lots and had some fun!! In Bournemouth & London this year, maybe the roadshow can Go West again in 2016?
Mike King & Abi both had wonderful features written about them on Morningstar, Jeff & Kev appeared in trade press and also now more in the local Bournemouth Echo. Including some sterling videos to go with the print work from Jeff, Kevin & Allan...
We increased sponsorship and built even closer ties with AFC Bournemouth, who are now a premier league club and also picked up Gillingham Town reserves as well to sponsor and work with.
We increased turnover to over £2m per annum and the assets under management of the firm broke through the £250,000,000 barrier for the first time. We picked up some quality introducers along the way in 2015, ranging from other local financial adviser firms –some very large firms, some small, hedge fund managers, solicitors, accountants, estate agents and other quality local businesses and organisations, all of whom were drawn to us because of our expert knowledge and strong brand – built up from our superb ethics and exceptional company culture.
We also, amongst all this passed 37 CII exams between us during the year at an amazing 750 points !!! That’s nearly enough points to create 3 Chartered Advisers from scratch!
Special mention to James, Jefferson and Jon all passing 5 exams each! (Well done the J’s), Ness and Russell getting close with 4 each. Most popular exam, AF4 and J10 with 6 passes each
And, Russell became a Chartered Financial Planner, making that our FIFTH in the firm. Keeping us well on track to not only match, but exceed the new rules.
Well done everybody, the reason we are fab is because everyone pulls together as a team and adds value –right from the very top – the girls dotted around all of our offices, down to the very bottom ( the partners) , we all contribute and make Strategic Solutions the best firm in the land! I know 2016 will be even better,