Fortitude Financial Planning

In Focus

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’?

Read more on You can be extravagant ……

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.

Read more on Wow…it’s been 15 years!…

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.

Read more on We welcome Paul to our team…

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!

Read more on One year on……

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.

Read more on Much more than an IFA…

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:

Read more on Does your Planner deserve you as a client?…

Watch out there’s a property scam about!

A recent One Show feature made me think; many of our clients are in the position to be at risk from a growing property scam.

The One Show featured a gentleman who, purely by chance, discovered that criminals had transferred his property (on which he had no mortgage) into their name prior to instructing its sale by auction.

Read more on Watch out there’s a property scam about!…

The Seven Roles of an Adviser

This article was written by Jim Parker of Dimensional and we first published it a couple of years ago; we have decided to republish it because it still succinctly explains the role that we fulfil for our clients.

Read more on The Seven Roles of an Adviser…

Are you sleeping well?

We recently had another life changing conversation with a client.

Tim and Fiona arrived early for their regular planning meeting.  Tim looked rather bemused…

We talked about their recent family holiday and about life.  All was going well apart from Tim’s job.  Tim was a senior Director, earned a high salary and had all the perks that went with his position.  He had a good lifestyle and was happy…or he used to be…!

Read more on Are you sleeping well?…

Behind the Business

Brett Davidson of FP Advance has been instrumental in transforming the way that we run Fortitude and he recently published his thoughts about working with us.  We wanted to share some of his comments, his full Blog can be found here:

Read more on Behind the Business…