🏆 We Won! 🏆 Thrilled to be named Adviser Firm of the Year & Adviser Firm of the Year – South West & Wales at the #ProfessionalAdviserAwards 2025! Huge congrats to Jez Horgan & Jordan Cruse for also making the shortlist in their categories! 👏 #FinancialPlanning #Awards

We’ve hit £250K in donations! Our Community Foundation has now donated £254,218 to amazing local causes across the South Coast — from food banks to youth support & crisis care. Huge thanks to our team, clients & partners for making this possible! ssfs.co.uk/community-foun…

🎉 Celebrating 15 years in financial planning AND our place in the Citywire New Model Adviser Top 100! Now 60+ strong, with 23 Chartered advisers, £250k+ donated and 99% client satisfaction. Thank you to our amazing team & clients 💙 #FinancialPlanning #Top100

Congratulations to Rachael Martin, Jez Horgan & Annie Aston, all shortlisted in the Professional Adviser Awards 2026! Rachael: Paraplanner of the Year Annie: Administrator of the Year Jez: Administrator of the Year Well done to you all🏆 #Awards #Finance

With so much financial advice online, who can you trust? 41% of Brits have acted on tips without checking the source and nearly 1 in 5 lost over £1,000. We believe real confidence comes from qualified, regulated advice. 👉 Read more: ssfs.co.uk/trustedadvice/ #FinancialAdvice

We’re delighted to be nominated again in the Professional Adviser Awards 2026! 🏆 After this year’s wins, it’s great to be recognised once more in the Adviser Firm of the Year – South West category. Winners announced next March — fingers crossed! 🤞 #PAA2026 #Awards

Our 12 Days of Christmas campaign is back! 🎄🎁 Over the next 12 days, we’ll be spotlighting 12 incredible causes we’re proud to support through our Community Foundation, sharing their stories and the difference they make in our communities. Follow along this Christmas.

Day 1 of our 12 Days of Christmas campaign.🎄 We’re supporting the Steve Bernard Foundation with a £500 donation for their incredible work funding grassroots sport and life-changing community projects💙 stevebernardfoundation.com #12DaysOfChristmas #GivingBack #Charity

Day 3 of our 12 Days of Christmas 🎄 We’ve donated £500 in essential items to Margaret Green Animal Rescue to support their incredible work caring for and rehoming vulnerable animals 🐾💚 #12DaysOfChristmas #GivingBack #AnimalRescue #Charity

Here are a few of our team getting into the festive spirit for Christmas Jumper Day 🎄🧡 We loved seeing everyone join in the fun while helping raise awareness for such an important cause. #ChristmasJumperDay2025 #CrimboJumper #SaveTheChildren #FestiveFun #TeamSpirit

On day four of our 12 Days Of Christmas, we supported Dorset Deaf Children's Society by contributing to their Christmas party 🎄✨ DDCS brings together children and young people with hearing loss—and their familiesto connect, share experiences & have fun.❤️ #CommunityFoundation

🌈💛 Day Five of our #12DaysOfChristmas is dedicated to the Rainbow Centre! They support people across Folkestone & Hythe facing hardship and we're proud to support their vital community work with a £500 donation. Learn more 👉 rainbowcentre.org #GivingBack #Charity

As we wrap up another year, we’re excited to share the achievements, milestones, and memorable moments that made it truly special. From community-driven initiatives to award celebrations, it’s all inside our winter bulletin. You can read it here >> ssfs.co.uk/our-winter-bul…

As part of our 12 Days of Christmas campaign, Giles from our Bournemouth office visited We Are Humans in Boscombe to donate 10 four-season sleeping bags, 5 tents and 8 winter coats. CEO Andy and the team were incredibly grateful.

Today we’re proud to support HopeForFood with a £500 donation 💙 The funds helped provide microwaves & air fryers for families without access to essential household items. Hope for Food supports people facing homelessness & poverty across Bournemouth & Dorset.🎄

Day 8 of our 12 Days of Christmas 🎄 We supported Crawley Open House with a £500 donation 💙 Crawley Open House helps people facing homelessness, hardship & social exclusion across Crawley & West Sussex. #12DaysOfChristmas #CrawleyOpenHouse #MakingADifference #CommunitySupport

On Day 9 of 12 Days Of Christmas, we’re proud to support Bee Mission. 🐝💛 They install beehives, support people facing homelessness & provide training to help communities thrive with 63 hives & growing! Learn more & get involved 👉 beemission.co.uk #Charity

Shoutout to the amazing Dorset Devils! This local volunteer group keeps Dorset streets, parks & beaches litter-free. We donated £500 of new litter-picking gear to help volunteers aged 4–84 get involved. ♻️❤️ #DorsetDevils #VolunteerPower #KeepingDorsetClean

We are back Utilita Bowl for our committee led regional Personal Finance Society meetings. Many thanks to our fantastic speakers and sponsors today Parmenion Octopus Investments, Automwrite and Bernie De Souza. Also great work by our amazing committee for arranging the event #cpd #profession

Matt from Octopus starts our second session of the day on IHT Changes.