2023-03-31-accounts

Namesofthe Trusteeswho	Namesofthe Trusteeswho	managethecharity:
Trustee name			Office (ifany)	Datesacted(if not forwhole year)
JeffSteninger		Chair		Appointed on 12/05/2021
RobSilk		Secretary		Appointed on 12/05/2021
Rachael Martin		Treasurer		Appointed on 12/05/2021
Kevin Forbes				Appointed on 11/05/2021
Dean Robertson				Appointed on 12/05/2021
Allan Cruse				Appointed on 12/05/2021
Giles Wellington				Appointed on 08/09/2022
LindsayArnold	/			Appointed on 08/09/2022
Abigail Stidworthy				Appointed on 08/09/2022
EmmaTurner				Appointed on 08/09/2022
Daniel Parkin				Appointed on 08/09/2022

STRUCTURE, GOVERNANCEAND MANAGEMENT	STRUCTURE, GOVERNANCEAND MANAGEMENT
Type ofgoverningdocument	Trust deed dated 12 May 2021 and amended on 22 March 2022
Howisthe charityconstituted?	Charitable Trust, unincorporated association
	Advisers and staff at Strategic Solutions have all been offered the opportunity to
Trustee selection method	become Trustees. Individuals are encouraged to volunteer and are appointed
	following completion ofa DBS check.
	OBJECTIVESANDACTIVTIES
Summaryofthe objects ofthe charitysetout in itsgoverning document	To advance such charitable purposes (according to the law of England and Wales) as the trustees see fit from time to time.
	The organisation provides welfare and public benefit by raising funds from the
	advisers and employees of Strategic Solutions Chartered Financial Planners. The
	charitable trust was set up to enable members of the firm to enhance their local
	communities and thoseless fortunate through regulardonations from income.
	Fundsare distributed viathe charity’sapproved grant-makingpolicywiththe intention
Summaryofthe mainactivities	ofsupporting the local community.
undertakenforthe public benefit in relation tothese objectives	Distributions are usually made to small charities and organisations located in the UK, ideally local to Strategic Solutions clients, advisers and families. The majority of
	operations for the SSCF are in Dorset, Devon, Hampshire, Wiltshire, West Sussex and
	Kent.
	The SSCF aims to improve our local communities by promoting the welfare of our
	community members, either directly or through a specialist charity or organisation
	which meets our duediligence requirements.
	ACHIVEMENTSAND PERFORMANCE
	The main aim for the charity this year has been to support our local communities,
	specifically education in finance. Funds are donated by employees and advisers of
	Strategic Solutions Chartered Financial Planners and therefore, the Trustees believe
	financial education is extremely important.
Summaryofthe main achievementsofthe charity duringtheyear	In this regard, one ofthe main achievements ofthe charity this year was supporting the ‘AFC Bournemouth Community Sports Trust Money Management’ programme. AFC Bournemouth, the Premier League football club local to SSCF’s principal address,
	have been running workshops in local schools to highlight the importance of
	promoting sensible finance and enhancing the knowledge andfinancial well-being of
	students and their futures.

	We ran a’12 days of Christmas’ initiative, whereby we donated £1,000 to 12 worthy
	causes in the run up to Christmas. This included donations to a charity dedicated to
	supporting young carers; a community garden; a foodbank and a leukaemia support
	charity.
	In addition to financial education, the trustees think it is very important to promote
	health and mental wellbeing in the community. We have supported various sports
	organisations including a hockey club and a wheelchair rugby club. We have also
	supported hospices and charities providing counselling services.
	The trustees have also purchased and installed defibrillators in several locations,
	whichis a subject close to the charity’s heart.
	FINANCIAL REVIEW
	Cash at bank as at 315' March 2023 was £12,921.29 in unrestricted funds.
	The main financial risk to the charity is loss of donations from Strategic Solutions
	Chartered Financial Planners, which currently makesupall ofthe charity’s income.
Briefstatementofthe charity’s	The charity does not have any operational costs. The trustees are all volunteers, who
policyon reserves	give their time without being remunerated. Therefore, there is no requirement to
	keep reserves in the bank account.
	The trustees do nottend to pledge funds unlessthese are immediatelyavailable in the
	bank account. However, it is worth noting that donations are made from Strategic
	Solutions on a weekly basis, meaning the accountis keptrelatively liquid at all times.
Details ofanyfunds materials in deficit	N/A
	As mentioned previously, the charity’s principal source of funds this year has been
	donationsfrom the advisers and employeesofStrategic Solutions Chartered Financial
	Planners. Donationsfrom advisers are matchedbythe StrategicSolutions partnership,
	to be distributed at the discretion ofthe trustees.
	The trustees believe that the donations made this year have supported the key
	objectives of the charity, which are to promote welfare and improve the local
Furtherfinancial review details	communities ofStrategicSolutions’ advisers, employees, clientsand families.We have aimed to support smaller, often grassroots organisations which don’t receive
	Government grants or funding (or these make up a small portion of their overall
	income). The trustees also aim to donate to causes wherethere is an immediate
	benefit to the community, so the trustees and donors can see how and where the
	moneyis being spent.
	The funds are all unrestricted, as we have not received (and do not anticipate
	receiving) any unrestricted funds in the year underreview.

		The coming yearwill see a continued emphasis on donating to small, grassroots
Future plans		organisations within the local communities. Aswith this year, the particularfocus for the coming year will be on financial education and mental and physical
		wellbeing, particularly ofchildren and young adults.
	INDEPENDENT EXAMINER’S REPORTONTHEACCOUNTS
Report madeto thetrusteesof:		Strategic Solutions Community Foundation
On accounts forthe yearended		315' March 2023
Setouton pages(below)		5 and6
		315March 2023.
		As the charity trustees ofthe Trust, you are responsiblefor thepreparation of
		the accounts in accordance with the CharitiesAct2011 (the Act).
Responsibilities and basis ofreport
		5145 oftheActand in carrying outmyexamination,
		applicable Directions given by the Charity Commission unders145(5)(b) ofthe
		Act.
		cometomy attention in connection with the examination which givesme cause
		to believe that in, anymaterial respect:
		e Accounting records were notkept in accordance with section 130 ofthe
Independent examiner’sstatement		Act; or e The accounts do notaccordwith the accounting records.
		the examination to which attention shouldbe drawnin ordertoenable aproper
		understanding ofthe accounts to be reached.
		INDEPENDENT EXAMINER’S DECLARATION
Signed		Goryss Meds Lf
Name		Alexander Baker
Date		26.01.2024
Relevant professional or body(ifapplicable)	qualification(s)	ACA(Institute ofChartered Accountants in England & Wales)
Address		Burgess Hodgson LLP, Camburgh House, 27 New DoverRoad, Canterbury, Kent, CT1 3DN