OUR PLANNERS

Both Neil and Chris are Chartered Financial Planners and CERTIFIED FINANCIAL PLANNER^CM professionals.

NEIL BAILEY

Although never been known to smile in a photograph, Neil is described by clients as "very likeable, approachable and open." He's very willing to explain things in clear, simple terms and takes time to understand clients' goals, getting to the heart of what they want to achieve.

Neil is a member of the Board of the Institute of Financial Planning whose Education Committee he chairs. He is an affiliate member of Resolution which is an organisation of 5,700 lawyers who believe in a constructive, non-confrontational approach to family law matters.

Neil is a keen motorcyclist, and also enjoys skiing and scuba diving.

CHRIS BOWMER

Chris is too modest to write this himself so we asked our clients to describe him. They said: "He's extremely professional and tenacious in pursuit of the best interests of his clients. He's also very friendly, courteous and a thoroughly nice bloke to know."

Chris is Chairman of the Institute of Financial Planning's Northern Home Counties branch. He is an affiliate member of STEP, the professional body for the trust and estate profession worldwide.

Chris is married with two young sons and is passionate about cricket; playing for the Greens Norton team.

OUR CLIENT SUPPORT TEAM

Our client support team is your primary point of contact during the year and can answer your questions, provide you with information updates and handle all the administration associated with your Financial Plan.

MARK WHITE

Mark heads the team and is responsible for delivering the highest level of service to our clients. He's been working in the Financial Services profession since graduating from University in 1998 with an Honours Degree in Economics.

While Chris is an enthusiastic sportsman, Mark is actually talented! He plays golf and cricket to a high standard, as well as coaching children's cricket. Married with a very young daughter, Mark still finds mornings a bit of a challenge!

HELEN OXBOROUGH

With a keen eye for detail, Helen is very well organised and structured in her approach to work. She's friendly, approachable and well-liked by clients and colleagues. She enjoys skiing, gardening and an active outdoor life.

DEBI DANIELS

Debi is often your first point of contact with Fortitude and she's always happy to help. In fact, she's tenacious when dealing with financial institutions on your behalf as she makes it her personal mission to get things sorted.

Debi is an avid tennis supporter and takes great interest in natural health and complimentary healthcare.

DAVINA BOWMER

Davina divides her time between helping clients and business administration. She has extensive experience in the financial services industry which she combines with startling efficiency and organisational skills.

Married to Chris, and with two sons, Davina is actively involved in the local school. She's also a Beaver leader and enjoys keeping fit in any spare time that she has.

WENDY LOUW

Wendy adds an international flavour to the team with her distinctive South African accent. She has considerable administrative experience in the retirement funds industry and helps to implement and review Plans for clients.

A keen rugby and cricket fan, with a good sense of humour, Wendy supports both South Africa and England. She's warm and friendly and enjoys making jewellery in her precious spare time.