One year on…

14th July 2017

It’s been just over a year since I joined Fortitude and what an experience…

In my previous company I was working as a Financial Adviser selling products.  I always felt deep down that there was more…then a colleague introduced me to Paul Armson.  Paul mentors advisers in ‘Lifestyle Financial Planning’.  I connected with him, engaged with his course and I found the missing piece for my jigsaw…proper financial planning that changes lives!

My journey into Lifestyle Financial Planning began when I joined Fortitude Financial Planning.

I’m working alongside two of the leading Financial Planners in the UK.  I’m involved in interviewing prospective clients, preparing meetings, coaching and engaging with clients in building their financial plan and carrying out reviews.

I’ve introduced Paul’s ‘Bucket Model’ which is a tool that brings financial planning to life – it has been well received.

It’s been great to help clients gain visibility of their financial arrangements, coach them and discover what they are living for.  It’s only when we really understand our clients’ hearts’ desires can we set out and build their financial plan.

I’ve had the privilege of seeing what clients thought impossible become possible. In some cases this produced an emotional response…even tears of joy. The whole process is powerful, transformational and freeing!

Other areas I’m involved in are; compiling blogs, networking with lawyers and raising Fortitude’s profile in Northamptonshire, through the Chamber of Commerce and the Northamptonshire Community Foundation.

I’ve begun studying for my Certified Financial PlannerTM qualification and have passed the first element.  I have a long road ahead but it’ll be worth it!

Overall, it’s been a fantastic experience and I’m pleased I made the transition.  Now it’s onwards and upwards and looking forward to the years ahead.