Tel. 01327 354321 | Email: theteam@fortitudefp.co.uk

Plan with Fortitude

Your financial picture is unique.

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.

Why Fortitude?

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.

We bring all the things you’d expect: years of experience, a talented team of committed professionals and top industry accreditations.

But most importantly, you’ll get the time you deserve, the understanding you need and complete, unwavering honesty. Being your financial planner is both a privilege and a responsibility – we’ll celebrate your successes with you, but we won’t shy away from difficult conversations. We’ll always tell you the truth about your money and we’ll make sure you know exactly what’s going on.

ABOUT US

OUR APPROACH

Meet the team

Our clients

Our clients come to us with all sorts of goals and ambitions, which means they also come to us with questions.

They’re often practical questions about how soon they can retire, how much they’ll need, what their future income might look like and how they’d deal with ongoing commitments. But there are deeper, more searching questions too. For every excited anticipation of that dream holiday, there’s a concern about providing stability for a spouse, or making sure family members are provided for.