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 more!

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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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Meet the team!

I am very happy to say that CBIFA now has an additional 2 team members, on a full time permanent basis: Tracey Cooper joined us as Administration Manager in August 2015 and has revolutionised things, she really is the glue that holds it all together! Belated welcome Tracey. And in May 2016, on the 16th we welcomed Michelle Lambell. Michelle is an experienced and Diploma Qualified Para-Planner and plans to become a Financial Planner in her own right and will soon continue her studies to become a Chartered Financial Planner. Welcome and good...

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Investment Adviser of the year! – Moneyfacts Awards 2015

 It is with no small amount of pride that I can report that Chris Bibb IFA’s Principal firm Strategic Solutions won the Investment Adviser of the year award at the Moneyfacts awards on the 15th September 2015! Naturally we’re all very happy indeed.

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Pension freedoms anyone?

Well, at last they are here! The much anticipated pension freedoms announced by the (no longer) pensions minister Steve Webb last year. Freedom to ‘buy a Lamborghini’ with your pension pot if you want. However you would need a pretty big pension pot to do that with the maximum tax free lump sum soon to be 25% of £1M from April 2016 and you don’t want to go there if you need to use the taxable bit. From an adviser’s point of view pensions have never been so exciting, with options galore! Possibly from a client’s...

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