Fortitude Financial Planning

In Focus

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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At last…pension cold-calling has been banned

A new law has come into force which makes it illegal for companies to cold call about pensions.

The ban on unwanted, unsolicited phone calls to people about their pensions follows an industry campaign to make the practice illegal.

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Looking back at 2018

As we prepare for Christmas we have been reflecting on another busy year and have chosen the following highlights to share with you.

Before you read on please note that the office will be closed on Monday 31st December in addition to the Bank Holidays…we would all like to wish you a very Happy Christmas and we look forward to continuing to work with you in 2019.

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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?

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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.

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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.

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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.”

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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.

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