Niamh Philp

Paraplanner

My job title is a Paraplanner but that doesn’t really tell you much about what I do. My role is to support the Planners to give great outcomes for our clients. That is achieved through a variety of ways including research, attending meetings and writing reports.

When did your relationship with Fortitude start?

I began working for Fortitude in January 2018.

What gives you the greatest kick out of your job?

Seeing the effect planning has on people’s lives is very rewarding. There seems to be a freedom in those who embrace the ‘Fortitude way’ which I haven’t experienced with other companies.

How long have you been in the industry – what good changes have you seen in that time?

I have been in the industry for 18 years in a variety of roles and have seen many periods of uncertainty during that time. But I’m comforted in knowing that our industry is striving to give better outcomes for our clients through more qualified and competent people in all aspects from support roles to planners.

Qualifications / Memberships etc / not just financial?

I’m working towards my Chartered status and currently hold a Diploma in Financial Planning and Certificate in Mortgage Advice.

Volunteer Experience & Causes

I spent most of my teenage years playing/coaching and refereeing volleyball. I was fortunate to be involved with the Special Olympics in 2003 and got to umpire the Women’s Gold Medal match. Seeing the enjoyment and team spirit of these athletes was truly humbling.

Favourite places / activities / people?

I love reading and have finally been converted to a tablet reader rather than storing up lots of books! I’m also a huge sports fan; having three older brothers meant either we went to lots of sporting events or watched them on TV.

Most admire and why?

I admire those that follow their dreams and inspire others to follow theirs.

Your bucket list?

I’d love to see more of the world so lots of travel on my bucket list.

My Family

I’m married to Cy and have two daughters, Caitlin and Arianne.

Davina Bowmer
Helen Bailey
Mark White