Member News & Events



New partnership will boost financial education in Dorset

Dorset skills for life charity SafeWise is delighted to announce that award-winning local company Strategic Solutions Financial Services (SSFS) has signed up as a new £5,000 sponsor.

The partnership will see expert advisers from SSFS – which manages client portfolios worth over half a billion pounds – help develop financial planning and management content for SafeWise’s new skills for life programmes.

SafeWise Chief Executive Rob Hattersley said: “I would like to thank Strategic Solutions Financial Services for their sponsorship, we’re delighted to welcome them as a key SafeWise partner.

“SSFS’ financial contribution will help us continue to deliver essential skills for life education, and their financial expertise will help us develop existing and new programmes at SafeWise centres in Bournemouth and Weymouth.”

SafeWise already delivers Junior Citizen primary programmes to schools plus family, youth and group tours; but is now developing Age Well and Home Leavers programmes which will include significant money management scenarios.

SSFS has long been committed to supporting its local community and has recently set up a staff-run community fund which is financed not only by the company but employees too.

Founding Partner Kevin Forbes said: “Local people have trusted and supported SSFS as we have grown and become successful over the last nine years. We really appreciate that support and are committed to giving something back to help our local community.

“The new partnership with SafeWise is a perfect match. Our role as trusted financial advisers is to help clients make the right decisions for them about managing their money; and that fits perfectly with SafeWise’s ethos of educating visitors to make informed choices about managing risk and other situations in life.

“We’re delighted to advise on the SafeWise programmes, and can cover everything from first savings and investments to managing debt, student loans, mortgages and pensions through to power of attorney, tax, inheritance and more.”

Based in Branksome Business Park, SSFS was founded in 2010 and now has 18 advisers looking after the interests of over 4,000 clients worth over half a billion pounds across south and south west England.

Strategic Solutions has been awarded Corporate Chartered Planner for the last seven years and are regulated by the Financial Conduct Authority. The firm has also been fortunate to win many national awards including two Retirement Planner of the Year awards as recently as June 2019.

Dorset charity SafeWise delivers skills for life education for schools, groups and other visitors at learning centres in Elliott Road, Bournemouth and Radipole Lane in Weymouth and is supported by police, fire and health services plus local councils and corporate sponsors.

For more information go to http://www.safewise.org/ and https://www.ssfs.co.uk/

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Does your business take Corporate Social Responsibility seriously?

Do you, or have you considered supporting your employees to volunteer during work time each year, developing useful experience and skills along the way, not to mention great PR for doing the right thing?

SafeWise, the charity running ‘skills for life’ learning villages in Weymouth and Bournemouth, is seeking support in promoting its primary school programme. They are specifically asking local business with expertise in customer relations via telephone to consider nominating staff for the opportunity to support in this way.

SafeWise Chief Executive Rob Hattersley said: ‘We know from teacher feedback that schools love our revamped primary school programme, and we get a lot of repeat bookings as a result. However it is harder to reach schools who haven’t been to us before. We’re therefore seeking support from employees with great communication skills to phone schools to follow up our printed materials, and secure bookings.

We have a script and a system – all we need are willing volunteers! We’d be very happy to discuss promotional opportunities with new partners helping us in this way.’ If your business might be able to help, please get in touch by emailing volunteer@safewise.org

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BH Banter About – April

BH Banter About

The Bournemouth Chamber of Trade  & Commerce would like to invite all business owners to a free networking event at SafeWise Bournemouth.

Make new contacts, swap business cards, obtain new work.

Venue: SafeWise 

Time: 6 p.m. till 8 p.m.

Guest speakers Andrew Laws

Subject: Legal responsibilities and work related road safety

Cost: Free to members

Non-members are able to frequent two events before becoming BCTC members.  To find out more on how to become a member, please visit: http://www.bournemouthchamber.org.uk/members/

Places are limited, only registered guests will be guaranteed entry. Secure your tickets here!

 

Future dates for your diary:

TUESDAY 2nd May

5th June

3rd July

7th August

4th September

2nd October

6th November

4th December

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