Weekly Update – Women in Finance, Charity Champions and a Summer Party

13 Jun Weekly Update – Women in Finance, Charity Champions and a Summer Party

Welcome back everyone,

We have even more fantastic news to share with you this week. Following on from awards nominations in our last Weekly Update, our superb colleagues Tasha and Julia with Strategic have been nominated for the 2025 Women in Financial Advice Awards. These awards highlight the brilliant work women from all across the UK do in finance, and we are very proud to see these two recognised for their contributions.

Strategic have been shortlisted for two more awards at the Money Marketing Awards 2025.

• Rising Star of the Year – Jordan Cruse (who is the youngest Chartered Financial Planner in the UK!)
• Charity Champion of the Year – for the Community Foundation that supports local charities and causes.

We are really looking forward to seeing who wins these prestigious awards, and are extremely proud to be associated with such great people.

Lastly on the agenda, yesterday we kicked off summer in good cheer with the SSFS Summer Party down by Bournemouth beach. It started off with pretty poor weather but our commitment to a relaxing and joyous occasion was rewarded with plenty of sun from lunchtime onwards. We hope everyone who attended had as fun a time as we did!

Final reminder, if you still want to write a testimonial for us for the Moneyfacts Awards, here are your links: Investment Adviser of the Year & Retirement Adviser of the Year. The voting closes next Friday so please ensure you take the time if you have lovely things to say.

See you all again next week.