Your hopes and your concerns, your ambitions for the future and the kind of life you want for you and your family. These are the building blocks of the path that's right for you. That's why finding the right financial planner is so important. You'll be working together for a long time and they'll become part of that financial picture too.
At Fortitude we help our clients to enrich their lives through wise, dependable, forward-thinking planning. Whether you're just beginning to think about retirement, or you're about to step into it, we offer clarity and peace of mind throughout a major life transition.
At Fortitude we help our clients to enrich their lives through wise, dependable, forward-thinking planning. Whether you're just beginning to think about retirement, or you're about to step into it, we offer clarity and peace of mind throughout a major life transition.
Services
Since 2002 we've been helping our clients to lead the lives they really want, with confidence and clarity about the future and peace of mind about how their wealth is managed. We're independent, which means we're free to assess the full range of products and providers available, then use our experience to tailor the right approach for you.
As your financial planners, we take the time to understand you. When you work with us you'll be dealing with real people, whether it's over the phone or face to face. Our team brings an enviable amount of knowhow and a broad range of professional qualifications to the table.
We've never added together all those years of service because it would probably make us feel very old, but as a team we can offer several decades of practical knowledge and experience.It's good to put faces to names and to understand exactly what drives the professionals you'll be working with on your future plans.
We've never added together all those years of service because it would probably make us feel very old, but as a team we can offer several decades of practical knowledge and experience.It's good to put faces to names and to understand exactly what drives the professionals you'll be working with on your future plans.
In our profession - and in others too - people often talk about 'adding value', but it's not always clear what that really means. We'll look to literally add value to your investments, of course, but it's much more than that. The kind of value we're talking about is putting our years of experience, insight and expert guidance firmly in your corner.
I've been with Fortitude forever. The relationship began with a lump sum that needed investing and now we know we will be able to maintain the lifestyle we have now in our retirement. How great is that?. But we do find that many of our clients are approaching a similar stage in life, albeit with different goals and ambitions and their own vision of what comes next.
When it comes to managing your wealth, planning for the future and building a strategy to meet your ambitions, you and your beliefs are front and centre. But it's important to share our beliefs with you too. They're the principles that guide us, so it's important that you understand how we'll approach managing your wealth and crucially, whether or not you agree with that approach.
Reviews (3)
Keith Brown
Dec 22, 2021
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My wife and I approached Fortitude three and a half years ago following a recommendation from a work colleague.
After nearly 40 years service for a large Corporate employer we needed to get an idea of how much longer we needed to work for before we could comfortably retire. 3 years, 5 years, 7 years ?
Following their research into our Pensions we were astounded when we were told that we could indeed retire immediately if we so wished and also realise our ambitions. No hesitation, we did!
Richard and the team at Fortitude are excellent in what they do, treating you as a valued client, listening
After nearly 40 years service for a large Corporate employer we needed to get an idea of how much longer we needed to work for before we could comfortably retire. 3 years, 5 years, 7 years ?
Following their research into our Pensions we were astounded when we were told that we could indeed retire immediately if we so wished and also realise our ambitions. No hesitation, we did!
Richard and the team at Fortitude are excellent in what they do, treating you as a valued client, listening
Bud Cuchet
Sep 06, 2021
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I have been dealing with Fortitude since 2011 and have always received very professional service and advice, I have recommended them to friends and colleagues over the years who have also experience the same level of diligence and care I have come to expect. Highly recommend and great at keeping it easy to understand and achieve financial goals.
Simon Taylor
Jun 13, 2021
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At 55 with 5 different pension funds from various companies and 3 of them only willing to give me an estimate of what annuity I would be entitled to on retirement I decided it was time to find someone who could explain to me, what I actually had in place and more importantly was I prepared enough for the future.
I approached Fortitude Financial Planning based on reviews on Vouched For.
6 years down the line and both my wife and I have to say the advice we have had from Neil and now Sam has been invaluable in allowing us to plan our future and know we’re not going to be living on bread and butter
I approached Fortitude Financial Planning based on reviews on Vouched For.
6 years down the line and both my wife and I have to say the advice we have had from Neil and now Sam has been invaluable in allowing us to plan our future and know we’re not going to be living on bread and butter
