21-year-old becomes industry's youngest Chartered planner

Jordan Cruse began his financial services career at age 16

Hope William-Smith
clock • 1 min read

A 21-year-old financial adviser in Bournemouth has become the UK’s youngest Chartered financial planner after successfully completing his Level 6 exams.

Jordan Cruse joined Strategic Solutions Financial Services in 2017 aged just 16 and has since worked within the paraplanning team while completing his adviser exams. "Following my Chartered status I now plan to work towards my CF8 and CF6 exams in ordered to become a Chartered Fellow," Cruse said. Strategic Solutions founding partner and Chartered financial planner Kevin Forbes said Cruse's achievement was "a real shot in the arm for all of us that have been around a long time". "Jordan's achievement is amazing and signals the quality next generation of advisers coming through in o...

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