Fortitude Financial Planning

In Focus

More awards…

We are delighted to announce that Chris has been recognised as Inheritance Tax Planner of the year (2017) in Money Management’s annual Financial Planner Awards.

These awards recognise the very best of the advice profession. Candidates were required to submit an example of recent client work that related to IHT planning (with client names and personally identifiable information redacted). Along with his entry, Chris was required to summarise how his work met the stated criteria. Each submission was marked against the international financial planning standards set by the Financial Planning Standards Board.  As one of five candidates shortlisted in this category Chris then attended a face to face interview at the head office of the Financial Times in London. The interview revolved around questions based on a case study, the details of which were provided in advance.

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Too many highlights to mention…

We’re back at our desks after a fabulous 5 1/2 weeks and over 2,700 miles touring Spain and Portugal….we’re sure you won’t be interested in a blow by blow travelogue so here are some of the highlights:

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Are you having a ‘Wow’ or ‘Now What’ moment?

We believe we do not have the right to talk about our clients’ money until we have an understanding about what that money needs to do for them in order for them to be able to live the life they want; both now and in the future.

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A new initiative focused on good practice

The Personal Finance Society (PFS) has established a new Financial Planning Practitioner Panel to help with the vision of “protecting the public by guiding the profession”.

The panel of experienced financial planners, which includes Fortitude director Neil Bailey, will be advising the PFS as it broadens its programme of continuous professional development (CPD) resources to incorporate inspirational financial planning good practice.

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You can be extravagant …

I recently heard the statement “I’m happy to spend extravagantly on things I enjoy but I hate waste” …this got me thinking…

Our clients often spend large amounts of money on family holidays, cars, extending and decorating their homes; as well as gifting monies and funding charitable activities across the world.  Is this ‘waste’…or ‘extravagance’?

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Wow…it’s been 15 years!

When I look back 15 years since the launch of the original Fortitude Financial Planning, I am amazed and proud of the business we have built.

It was a sunny day in August 2002.  Mark and I met (with Paul who has since departed) to discuss establishing our own business.  We were excited as to what we could achieve but also apprehensive.

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We welcome Paul to our team

We are delighted to welcome Paul Roberts to our Client Support Team as a Trainee Paraplanner.

Paul has just graduated from the University of Northampton with a BSc in Banking & Financial Planning.

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One year on…

It’s been just over a year since I joined Fortitude and what an experience…

In my previous company I was working as a Financial Adviser selling products.  I always felt deep down that there was more…then a colleague introduced me to Paul Armson.  Paul mentors advisers in ‘Lifestyle Financial Planning’.  I connected with him, engaged with his course and I found the missing piece for my jigsaw…proper financial planning that changes lives!

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Much more than an IFA

The following excerpts are from an article which was recently written by the editor of our local village newsletter; they remind us how IFAs are generally perceived and how different we are from that perception.

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Does your Planner deserve you as a client?

The term Financial Planner is widely used, how do you identify the firm that is deserving of you as a client?

These are the questions we believe clients should ask themselves:

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