Fortitude Financial Planning delivers a professional, objective and truly independent service to help clients achieve their financial and lifestyle goals. Our structured approach helps you to gain clarity in defining your goals and to organise your financial resources so that you know how to achieve them.

Would you like to . . .

• Know how or when you can achieve financial independence?
• Feel organised and in control of your financial affairs?
• Have more confidence in the financial decisions you make?

By retaining Fortitude Financial Planning you receive the services of a dedicated Financial Planner who you can trust to manage your financial life, so you can enjoy your own life in the knowledge that your future lifestyle is secure. We take time to thoroughly understand you and what you want to achieve, enabling you to see the whole picture.

We value the long term relationships that we have with our clients and meet with them annually to reassess their situation, making changes to the Plan as required. Click here to read testimonials from some of our clients.

Professional clients

Many of our clients are preparing for a transition in their lives; perhaps retirement or a career change. Unfortunately not all transitions are planned, so we work closely with other professionals to help clients with trust and trustee investments, divorce settlements, personal injury settlements or following bereavement.

Professional qualifications

Our clients are keen to ensure that they are getting expert professional advice so we are affiliated to the two main professional bodies in the UK. These are the Chartered Insurance Institute (CII), whose qualifications focus on technical excellence and the Institute of Financial Planning (IFP), whose qualifications focus on the practical application of that knowledge.

Our Financial Planners are Chartered Financial Planners awarded by the CII and they have achieved CERTIFIED FINANCIAL PLANNER^CM status from the IFP. These are amongst the highest qualifications that can be gained in the profession.