Welcome back everyone, As the title suggests, this week is Pension Awareness Week, and we cannot understate the importance of keeping on top of such a crucial later-life asset. Despite its importance, it can be really easy to ignore, forget or mismanage, and it's brought up...
Welcome back everyone, The weather has been a bit indecisive lately hasn't it? I can't speak for everywhere in the country but if it's anything like how it is for us in Bournemouth, I wouldn't be surprised if you had no idea how to prepare for...
Welcome back everyone, For what appears to be the final time, I hope you've made the most of and enjoyed the summer! With the kids back in school, and we head out of the sunshine and into the, perhaps more familiar, autumnal breeze, now is a...
Welcome back everyone, Fortunately I'm not heralding the arrival of SkyNet. Today we'll be talking about how ChatGPT can now help you in finding suitable financial advice, and we would like your help in teaching it the ways of CBIFA. AI is becoming increasingly prominent in business...
Welcome back everyone, It's always good when the future is something to look forward to. It's twice as good as when the people who are looking after your financial future have a lot of years ahead of them, and are already earning praise and recognition for...
Welcome back everyone, Hopefully you're enjoying the summer holidays and making the best of the almost tropical weather that seems to be sticking around. During this time, we've been plugging away at all of your Q2 Valuations. Strategic Solutions have made a great article about the...
Welcome back everyone, Chris Bibb isn't just the name on the face of the company, he is now (by his own words) a radio celebrity. If you tuned in to Radio Solent just after 7 on Tuesday, you will have heard him discussing Premium Bonds with...
Welcome back everyone, As the title may spoil for you already, Theo is moving on from CBIFA. So this week I'd like to take the time to thank him for his hard work and the positive impact he's brought to the company and the team. Since...
Welcome back everyone, This week we discovered that our very own Tash, who was nominated for the Women in Financial Advice Awards, has been made a Finalist! Over 1000 women from more than 100 different firms were nominated and she has made it to the last...
Welcome back everyone, This week I'll be talking about some of the good work Strategic have done in the community that is close to my heart. The Strategic Solutions Community Foundation recently donated to Counselling Together, an organisation that seeks to help people through difficult times...
