Can it be 3 and 1?

Stop-Press! The Strategic Solutions team have been shortlisted for the Moneyfacts Investment Adviser of the year award for the 4th year in a row! Having won it twice and been highly commended once, we have already won it more than any other IFA Firm, can we make it a hat-trick? Watch this space! In addition, for the 1st time those Moneyfacts guys have shortlisted us for the Retirement Planner of the year award too! Fingers crossed, we will know in a couple of weeks.

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Chris accepts new award for Strategic Solutions

On the 15th of June 2018 Chris, Michelle and Connor attended the RP Awards ceremony in London with our Strategic Solutions colleagues and Chris was delighted to receive, on behalf of the team The Best Individual Pensions Advice Firm of the Year Award (South West and...

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With a little help from our friends!

Michelle & Chris (Front left) and some of our friends and colleagues from Strategic Solutions Financial Services at the Moneyfacts Awards in London...

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There’s more!

After our move to Broadstone, CBIFA has expanded somewhat, with another 2 permanent full time staff. The current formation is 2-1-2 with Chris and Michelle as the advisers up front, our recent joiner Paul as our Primary Paraplanner and Tracey and (another new joiner) Alicia keeping the office running superbly in Administration. We are enjoying the office together, do come and see us some time.

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Award winning performance once more!

For the 3rd year in a row we were very pleased (as part of Strategic Solutions) to be shortlisted for Investment Adviser of the year in the prestigious Moneyfacts Awards and absolutely delighted to repeat our winning form from 2015 by winning once again in 2017. We extend our most grateful thanks to the clients who voted for us and whose feedback caught the judges’ eyes to ensure victory once...

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CBIFA Moves to Broadstone

From the 13th February 2017 the CBIFA team has a new office in the Broadway in Broadstone. Come and see us at Suite 1 Sandalex House, 183A-185A Lower Blandford Road, Broadstone. BH18 8DH! Telephone and fax numbers and all email addresses unchanged!

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