A year of change and development

3rd May 2019

As we head into the new financial year, it’s an exciting time at Fortitude. Evolution and expansion are the themes, so we’d like to take a moment to tell you about what it all means for us and for you, and what to expect in future.

It’s been a busy year in which we’ve welcomed Niamh and Sam on board, won the 2019 Citywire New Model Adviser of the Year Award – Midlands Region, (making it four out of six years) and we donned our Lycra to cycle and raise money for the Cynthia Spencer Hospice.

It’s a time of development – we’re building something really special at Fortitude, both as a place to work and as a place to discuss and explore your financial ambitions.

Building on solid foundations

As we grow and develop, we want to assure you that anything we build sits on the firm foundations of the business that you know and work with. Fortitude is built on long-term partnerships and shared journeys and the professional, personal service you’re used to will continue. We’re committed to helping you find the right route to achieving your goals, and helping you to reach your destination with clarity and confidence.

New faces

What you may start to notice as we build on our already award-winning team, is some new faces. You may find that when you come to visit, or when we speak over the phone, you’ll be meeting some of our new colleagues. We’re growing the team and taking on the best people to look after you and your finances – the more experience and ability we bring under our roof, the greater the resources we have to help you to make smart decisions about your money.

Everyone we hire at Fortitude is carefully selected, not just for their qualifications, but for their vision, their motivation and their dedication to our core values. These are Fortitude (of course) and Fairness, as well as being Trustworthy, Caring and demonstrating Kaizen.


Kaizen – it’s a Japanese word that’s best understood as ‘continuous improvement’. Our profession doesn’t stand still and giving you the best possible service now and in future means always developing and staying in touch with the latest thinking.

All our values are really important – they’re the guiding lights of the service we provide, the foundation of our faith in each other and the basis of our ability to work as a team. That’s what we look for in the colleagues we bring on board – the same commitment to the values we’ve always held dear.

We’re just as selective about the clients we take on, because the right fit is important. We’ll only ever work with clients where we can add genuine value. If you think someone you know would benefit from clarity and peace of mind about their financial future, let us know.

We’d love to hear from you

It’s a bright and exciting future and we’re looking forward to reinforcing the skills and experience we have on hand to help you get where you’re going. If there’s anything you’d like to ask us, tell us what we’re doing well or could do better, or you’d like to put a friend in touch, just let us know.

In the meantime, we look forward to helping you with the opportunities, challenges and rewards of 2019/20 and beyond.