Local multi award winning chartered financial planning firm Strategic Solutions Financial Services has announced chartered status for two of its advisers with one of them claiming the accolade for the UK’s youngest chartered financial planner.
Paul Roberts and Jordan Cruse have both been awarded the prestigious title of chartered financial planners; recognised as being the gold standard within the profession.
Aged just 21, Jordan Cruse has also claimed the record for being the UK’s youngest chartered financial planner following the attainment of his CII Level 6 Advanced Diploma in Financial Planning.
Jordan’s career in financial services began in 2017 when he joined Strategic Solutions at 16 years old. Since then he has passed several financial exams and spent time within the paraplanning team in order to build his skills, experience and knowledge.
Jordan says he’s extremely pleased to achieve such a prestigious qualification at such a young age but his ambitions don’t end there. “Following my chartered status I now plan to work towards my CF8 and CF6 exams in order to become a chartered fellow” said Jordan. This is the highest qualification awarded by the CII.
“Chartered status shows a commitment to our profession and a clear indication of someone wanting to be the best financial planner they can be for their clients and the community. Jordan’s achievement is amazing and signals the quality next generation of advisers coming through in our firm and our profession and is a real shot in the arm for all of us that have been around a long time. The whole team here couldn’t be prouder of what Jordan has achieved” said Kevin Forbes, chartered financial planner and founding partner of Strategic Solutions.
Jordan and Paul are two of only around 5,500 chartered financial planners in the UK with Strategic Solutions proudly boasting a huge 21 advisers at this level or above.