Fortitude Financial Planning

In Focus

Who will make decisions for you if you are unable to?

How would it feel if financially you could achieve all your goals and objectives?

How would it then feel if you were now prevented from living out your goals and objectives because of an injury, illness or condition that affects the way your mind works, leading to difficulties in decision-making?

Read more on Who will make decisions for you if you are unable to?…

Freewheeling Fortitude

Lycra clad, bicycle mounted, financial planners may not be your ideal view when out walking on a Sunday morning… but it was all for a good cause! Last Sunday the Fortitude team borrowed, begged and (certain members of the team) begrudgingly found a bike to ride and bravely took to the road in filthy wet, windy weather to raise money for the Cynthia Spencer Hospice.

Read more on Freewheeling Fortitude…

Fortitude Freewheelers

After some gentle persuasion from me, Team Fortitude will be dusting off their bikes (or borrowing someone’s!), donning their ill-fitting lycra and embarking on a charity bike ride around Northamptonshire to raise funds for the Cynthia Spencer hospice.

Read more on Fortitude Freewheelers…

e+r=o (Event + Response = Outcome)

I recently read a column on the Dimensional Fund Advisers website written by David Jones (Head of Financial Advisor Services, EMEA and Vice President).

David argues that “Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience.”

Read more on e+r=o (Event + Response = Outcome)…

What’s Your Story…?

I’m having some time out…thinking…how can we engage with clients at a deeper level?

Our clients tell us the Financial Planning experience gives them clarity, confidence, peace of mind and freedom.

Read more on What’s Your Story…?…

Luck, fate and the IFP: The story of Fortitude Financial Planning

Neil and Chris were recently interviewed by Natalie Holt for an article that has been published on the Nucleus website; here’s an excerpt:

“I don’t want to get too deep too early on here, but sometimes you find yourself wondering about the role luck and fate have to play in how life turns out.

Read more on Luck, fate and the IFP: The story of Fortitude Financial Planning…

How to avoid investment and pension scams

In the next few weeks there will be changes to the way that we send sensitive information to our clients by e-mail to reduce the risk of this data falling into the wrong hands…we will confirm those changes in due course.

Read more on How to avoid investment and pension scams…

Have you registered an LPA? You may be due a refund…

The Ministry of Justice and Office of the Public Guardian (OPG) have announced a refund scheme for those who registered a Lasting or Enduring Power of Attorney between 1 April 2013 and 31 March 2017.

Read more on Have you registered an LPA? You may be due a refund……

We did it again…

…we won the New Model Adviser 2018 award for the Midlands Region for the 3rd time (having won it in 2014 and 2015).

Mark was delighted to attend the awards ceremony and collect our award from Rory Bremner.

Read more on We did it again……

(WHY) DON’T ALL FINANCIAL ADVISERS DO IT THIS WAY?

In September we reported that Neil Bailey had been invited to be a member of the Personal Finance Society’s Financial Planning Practitioner Panel.  We are very proud to add that Chris Bowmer and two valued clients have been involved in the publication of a new guide which you can view here.

Read more on (WHY) DON’T ALL FINANCIAL ADVISERS DO IT THIS WAY?…