Fortitude Financial Planning

In Focus

The importance of being chartered

It’s hard to believe, but this September marked the ninth year that Fortitude has held Chartered Financial Planner Status. We’ve now been the proud holders of what’s often called the ‘gold standard’ of our profession for almost a decade – more than half the time we’ve existed as a business.

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Ashes to assets – financial planning and the gentleman’s game

At Fortitude we like to keep you up to date – with developments in the profession, with new ways of thinking and with your own progress towards your goals. We’re your guides, your advisers and your professional service providers.

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South Northamptonshire Business of the Year Award

At Fortitude we like to measure our own success by the experiences of our clients, and their own success in achieving what they want from life. On the one hand, it means we’re doing our job to the very best of our abilities, but on the other hand, a stream of happy clients means word gets around, which helps to make sure we’re known for what we do.

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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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