Looking back at 2018

10th December 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.

January

We won New Model Adviser 2018 award for the Midlands Region (snappy we know!) and Mark had his photo taken with Rory Bremner!

Niamh joined the Client Support Team as a Paraplanner.

Neil went travelling in Thailand; motorcycling in the north.

February

Richard passed the first of several exams this year.

March

Fortitude entered the highly coveted Chartered Financial Planning Firm of the Year award.

Richard passed another exam.

April

We must have been busy because there is little else to report!

May

Neil and Chris were interviewed by Natalie Holt at Nucleus and they tell their story of Luck, Fate and the IFP: the story of Fortitude Financial Planning.

June

It was hot.

Richard passed yet another exam.

July

It was still hot.

August

We welcomed our latest addition to the team; Sam Colby Butcher joined as a Planner having relocated to the area to keep his wife happy.

September

We all went cycling in the rain and raised money for the Cynthia Spencer Hospice. Thank you to everyone who sponsored us!

October

Paul passed his driving test and bought his first car.

Neil, Chris and Paul came to work in matching jumpers.

Niamh passed an exam.

November

We were shortlisted as finalists in the Chartered Financial Planning Firm of the Year award. We missed out on the top spot but we are extremely proud of making it through to the final four out of over 700 firms.

December

Niamh, Richard and Chris passed more exams and Niamh danced around the office in celebration.

Neil went travelling (motorcycling in Thailand again) and sent lots of photos to our WhatsApp group.

The Team celebrated an early Christmas with lunch and a curling session.

 

How can we top this in 2019? Watch this space!