The partnership will see expert advisers from SSFS – which manages client portfolios worth over half a billion pounds – help develop financial planning and management content for SafeWise’s new skills for life programmes.
SafeWise Chief Executive Rob Hattersley said: “I would like to thank Strategic Solutions Financial Services for their sponsorship, we’re delighted to welcome them as a key SafeWise partner.
“SSFS’ financial contribution will help us continue to deliver essential skills for life education, and their financial expertise will help us develop existing and new programmes at SafeWise centres in Bournemouth and Weymouth.”
SafeWise already delivers Junior Citizen primary programmes to schools plus family, youth and group tours; but is now developing Age Well and Home Leavers programmes which will include significant money management scenarios.
SSFS has long been committed to supporting its local community and has recently set up a staff-run community fund which is financed not only by the company but employees too.
Founding Partner Kevin Forbes said: “Local people have trusted and supported SSFS as we have grown and become successful over the last nine years. We really appreciate that support and are committed to giving something back to help our local community.
“The new partnership with SafeWise is a perfect match. Our role as trusted financial advisers is to help clients make the right decisions for them about managing their money; and that fits perfectly with SafeWise’s ethos of educating visitors to make informed choices about managing risk and other situations in life.
“We’re delighted to advise on the SafeWise programmes, and can cover everything from first savings and investments to managing debt, student loans, mortgages and pensions through to power of attorney, tax, inheritance and more.”
Based in Branksome Business Park, SSFS was founded in 2010 and now has 18 advisers looking after the interests of over 4,000 clients worth over half a billion pounds across south and south west England.
Strategic Solutions has been awarded Corporate Chartered Planner for the last seven years and are regulated by the Financial Conduct Authority. The firm has also been fortunate to win many national awards including two Retirement Planner of the Year awards as recently as June 2019.
Dorset charity SafeWise delivers skills for life education for schools, groups and other visitors at learning centres in Elliott Road, Bournemouth and Radipole Lane in Weymouth and is supported by police, fire and health services plus local councils and corporate sponsors.
Find more information about becoming a SafeWise partner or SSFS services.