Fortitude Financial Planning

In Focus

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?…

More awards…

We are delighted to announce that Chris has been recognised as Inheritance Tax Planner of the year (2017) in Money Management’s annual Financial Planner Awards.

These awards recognise the very best of the advice profession. Candidates were required to submit an example of recent client work that related to IHT planning (with client names and personally identifiable information redacted). Along with his entry, Chris was required to summarise how his work met the stated criteria. Each submission was marked against the international financial planning standards set by the Financial Planning Standards Board.  As one of five candidates shortlisted in this category Chris then attended a face to face interview at the head office of the Financial Times in London. The interview revolved around questions based on a case study, the details of which were provided in advance.

Read more on More awards……

Too many highlights to mention…

We’re back at our desks after a fabulous 5 1/2 weeks and over 2,700 miles touring Spain and Portugal….we’re sure you won’t be interested in a blow by blow travelogue so here are some of the highlights:

Read more on Too many highlights to mention……

Are you having a ‘Wow’ or ‘Now What’ moment?

We believe we do not have the right to talk about our clients’ money until we have an understanding about what that money needs to do for them in order for them to be able to live the life they want; both now and in the future.

Read more on Are you having a ‘Wow’ or ‘Now What’ moment?…

A new initiative focused on good practice

The Personal Finance Society (PFS) has established a new Financial Planning Practitioner Panel to help with the vision of “protecting the public by guiding the profession”.

The panel of experienced financial planners, which includes Fortitude director Neil Bailey, will be advising the PFS as it broadens its programme of continuous professional development (CPD) resources to incorporate inspirational financial planning good practice.

Read more on A new initiative focused on good practice…

You can be extravagant …

I recently heard the statement “I’m happy to spend extravagantly on things I enjoy but I hate waste” …this got me thinking…

Our clients often spend large amounts of money on family holidays, cars, extending and decorating their homes; as well as gifting monies and funding charitable activities across the world.  Is this ‘waste’…or ‘extravagance’?

Read more on You can be extravagant ……