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Allan Cruse

Allan Cruse of Strategic Solutions Financial Services is based in Bournemouth. Allan has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
[FCA CF] Manager of certification employee
CPD11 - Pension transfer specialist
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD7 - Personal recommendation on long-term care insurance
Responsibility for MCD Intermediation
SMF27 Partner

Previous Employment:
Quilter Financial Planning Solutions Limited02/04/2009 to 11/07/2011
Bank of Scotland plc17/09/2007 to 06/05/2009
Halifax Plc24/09/2002 to 17/09/2007
HBOS Investment Fund Managers Limited24/09/2002 to 05/06/2003
Halifax Life Limited01/12/2001 to 05/06/2003
Clerical Medical Investment Fund Managers Ltd01/12/2001 to 24/09/2002
My Pension Expert