As part of our on-going commitment to provide holistic financial planning advice to our clients, whatever life throws at them and at crucial times, we are working more closely with professional connections and solicitors especially by joining SIFA Professional. Looking forward more exciting news in...
In June 2019 we were delighted that the Chartered Insurance Institute re-awarded us Corporate Chartered status for the 7th year in a row. Chartered Financial Planners commit to adhere to the very highest standards of ethics, client care and professional qualifications, making sure that their...
In May 2019 we at Chris Bibb IFA were delighted to be admitted to the ‘club’ of professional advisers committed to excellence and quality advice in the field of Defined Benefit Pension Transfers. This is something we have been doing for over a decade and...
Very pleased to receive this today! Lovely to know our clients appreciate what we do!
Strategic Solutions 2018 Highlights video A little reflection on 2018 whilst wishing everyone a very Merry Christmas! Posted by Strategic Solutions Financial Services on Friday, 21 December 2018
We were very pleased to receive the accolade of Retirement Adviser of the year 2018 in the MoneyFacts Awards, our first time for this honour and I think you can see how happy we were about it!
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...
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...
Michelle & Chris (Front left) and some of our friends and colleagues from Strategic Solutions Financial Services at the Moneyfacts Awards in London 21/09/2017
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...
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...
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!
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!...
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.
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...
It’s been somewhat busy since the last update! In December 2013 Chris Bibb Independent Financial Advice Ltd became an Appointed Representative of Strategic Solutions, a firm of Chartered Financial Planners with 12 financial advisers and many supporting colleagues across the South West, the main...
Chris was very pleased to learn last Friday that he was successful in his final exam on the Advanced Diploma of the Personal Finance Society’s syllabus on the subject of Pension Planning. This is a specialist qualification that enables advisers to undertake occupational pension transfers,...
You will see from the new-look banner at the top of each page that Chris Bibb Independent Financial Advice Ltd is now a firm of Chartered Financial Planners! The award of this prestigious title from the Chartered Insurance Institute is only given to firms that can...
Chris is very pleased to announce that he passed his final exam on the Advanced Diploma of Financial Planning and so is now a Chartered Financial Planner, holding the highest qualification in financial planning and well above the level required to advise clients when the...
Well, Chris Bibb Independent Financial Advice Ltd is now 2 weeks old, and apart from an issue with a capacitor on the land line (01202) 855718 giving callers the engaged tone for one afternoon last week (which a lady kindly emailed me about) all appears...
To Celebrate the launch of the new company and to support a very worthy cause Chris Bibb Independent Financial Advice Ltd sponsored 2 holes and fielded 2 teams at the President’s Charity Day in aid of Combat Stress at Rushmore Golf Club on Sunday 8th...
….to his new site. Please return to view his news and updates here as often as you like.
