“We would like to thank Neil, Helen, Wendy and the team for the advice, hard work and professionalism they have shown over the past few months helping us to sort out our pension and build a more financially stable future. We will certainly use Fortitude again in the future.”

Richard and Barbara Preston

“I value the relationship I’ve built with Neil and Helen at Fortitude over the years. Their transparency and openness gives me a great feeling of trust in their advice. I’m confident now that what I am doing will ensure that I am financially secure in the future.”

Y Barnes, Buckinghamshire

“My biggest result has been to plan and deliver an early retirement - I never would have achieved it on my own. With Fortitude it's not all about money. They’re quick to stress that life is for living and don't judge your expenditure.”

J Jacklin, West Yorkshire

“The whole service Fortitude provides fits together extremely well. It takes the weight off one's shoulders when dealing with financial matters. They have enabled us to get our finances in order, so that we feel much more organised and in control.”

A Humphries, Buckinghamshire

“Fortitude has helped me plan for my retirement and put trusts in place for my family to reduce my tax liabilities. They do not assume that you want to maximise your wealth, but plan for the appropriate level of wealth to meet your personal objectives.”

M Marienfeld, Buckinghamshire

“I was considering a change in job and lifestyle. Fortitude helped me to clarify my thoughts and goals, then define the lifestyle I wanted and whether I could afford it. They didn’t ‘sell’ me a product, which was my past experience with IFAs.”

M Jones, Oxfordshire

“As a solicitor, I have worked with quite a lot of people who are clients of Fortitude and they often comment on how useful the Lifetime Cashflow process is and how pleased they are with the service. I am always happy to recommend them.”

C Dunn, Bedfordshire

Helping you achieve a Life/Life balance

Case Studies

We realise it can be difficult to understand how Financial Planning works in practice. Especially if you've never met with a Financial Planner before, or your previous experience of working with an Adviser left you feeling like you were being 'sold' to.

At Fortitude we don't believe in selling products. Instead we work with you over the long-term to help you achieve your financial and lifestyle goals. Our clients have helped us to create a series of case studies, sharing their stories and experience of working with us. To find out how we can help you, please get
in touch
.

    • Follow your dream

      Should I take voluntary redundancy and follow my dream of becoming a full-time artist? Can I afford to make such a drastic life change?
      Download PDF

    • Advice after a loss

      I recently lost my husband. I want to understand how I should structure our affairs to best provide for my family's future?
      Download PDF

    • Sale of business

      I'm working crazy hours running my business. I want to understand if I can afford to exit, but still achieve my goal of financial freedom.
      Download PDF

    • Enjoy retirement

      I have pensions I've accumulated over the years, but no co-ordinated investment or income strategy - can I afford to retire?
      Download PDF

    • Redundancy advice

      I was recently made redundant, aged 62. Can I afford to stop work altogether and start living in retirement? Do I have enough?
      Download PDF

    • Personal injury

      My client had received a large Personal Injury settlement. I wanted to make sure his portfolio was appropriate to meet his ongoing needs.
      Download PDF