Fortitude Financial Planning

In Focus

Richard achieves top global financial planning standard

Whenever we work with a professional, whatever they’re doing, we assume they have the qualifications to do it. But we don’t often consider what those qualifications entail – the hard work involved and what it means to achieve an industry standard. It has profound implications for the professional’s own future and for the people whose lives they go on to be a part of.

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Take five steps with us

We know that financial planning can seem daunting and we often see people putting it off for that reason. In the end, we’re talking about major life decisions, so in a sense, it should seem daunting.

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Thinking long-term

Financial planning isn’t a one-time exercise any more than a big workout gets you fit, or one salad sorts out your waistline. It’s something that stays with you through life. It takes discipline to stick to your plan, but good financial planners are by your side whenever you need them. Over the years our lives change and so do our finances.

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Smart financial planning

One of the most important things we do as your financial planners is help you to see the big picture, but we’re also here to make sure you’re looking at the right picture to begin with. Something we see quite often is clients who focus completely on making money.

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Tea, tees and teamwork

Our client support professional, Davina Bowmer, volunteers once a month at the dementia cafe in Greens Norton, run by the Northamptonshire Carers Association. In June we sponsored their second annual Golf Day. It’s another way to support the excellent and much needed work of this charity and in the spirit of continuous improvement it’s a really good opportunity to practice our collective swing.

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That’s what we like to hear

We’d like to share a piece of feedback we recently had from a client. We’re always grateful to hear your thoughts on how we’re doing, what we do well and where we could improve things further, but this particular comment really gave us a good feeling.

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Getting the grades

We recently shared that evolution and expansion had been the themes of 2019 so far. They continue to dominate, both for the company and for the individual talent we have on board.

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A year of change and development

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.

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Over 2 years on but the message is unchanged

Along with the rest of the country we are waiting with bated breath for clarity on what Brexit will mean for us and our clients!  And, like many others, we are dismayed by the divisions within our country and somewhat fearful as we see the lack of progress towards a constructive agreement.  However we remind ourselves that, over the years, there have been many events that have resulted in similar feelings of uncertainty and fear.  During such times we manage our fear and avoid making costly “knee-jerk reaction” investment decisions by going back to, and continuing to behave in accordance with, our core beliefs and principles.

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Another success to celebrate

We are delighted to have been awarded the ‘2019 Citywire New Model Adviser of the Year Award – Midlands Region’ once again (the fourth time in the last 6 years).

The New Model Adviser Awards, held each year in London, celebrate the very best of the financial planning profession, and in particular the firms that have made a real impression upon their respective regions in the last year.

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