Personal Finance Society
Kevin Forbes FPFS Chartered MCSI IFA is an accomplished financial services professional with extensive experience in the industry. As the founding principal and owner of Strategic Solutions Chartered Financial Planners and Strategic Solutions Financial Services since November 2010, Kevin specializes in pensions, investments, trust and tax planning, and corporate advice. Additionally, Kevin serves as the Chairman for the Hants & Dorset region of The Personal Finance Society, the largest professional body for financial advisers, focusing on personal and professional development within the sector. Previous roles include ownership of Midas Independent Financial Services and managerial positions at Sun Life Financial of Canada, Abbey Life, LV=, and Lloyds TSB. Education was completed at Bournemouth School from 1979 to 1986.
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Personal Finance Society
The Personal Finance Society (PFS) is the pre-eminent professional membership body for financial planners and those in related roles. With more than 40,000 members across the UK and internationally, the PFS encourages the highest standards of professionalism. The PFS is part of the Chartered Insurance Institute, a Royal Charter corporation founded in 1912, which comprises a group of companies that span the insurance and personal finance sectors