Fortem Financial Management
Call now
Call now
Website
Call
At Fortem Financial Management we pride ourselves in offering a seamless, bespoke service of the utmost quality, integrity and professionalism. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products.
Reviews (4)
Dean Chillmaid
Dean Chillmaid
Aug 08, 2021
Report
Kevin and the Fortem team are extremely knowledgeable in their chosen field, but above all are extremely personal, transparent and human! They break things down in layman's terms and are thorough in all they do - key elements when entrusting a team to provide financial advice.
Tracy Turvill
Tracy Turvill
Apr 29, 2021
Report
I, like many people, found finances daunting and sometimes difficult to understand. Kevin from Fortem Finance Management, is not only friendly and professional in his manner, he excels in explaining things in layman’s terms so even I can understand my pension plans and other financial goals.
I would highly recommend this company.
10 out of 10 and top of their game
James Gerrard
James Gerrard
Mar 29, 2021
Report
Positive: Professionalism, Quality
A professional service and ensure that everything is explained in simple English, not something i have always found with financial advisers.
Ryan Houston
Ryan Houston
Mar 08, 2021
Report
Positive: Professionalism, Quality, Responsiveness
The advice given is always thorough and professional. The company really listen to the needs of their clients and seek the best possible solution. Would not hesitate to recommend them.