K & C Acford

My wife and I ran a business as sole shareholders for seventeen years. In 2005 and in our early 40's, we decided to accept an offer to purchase our shares and the freehold property. Although initially apprehensive about our financial position we were swiftly reassured by our meetings with Fortitude. Our key concerns were: -

• Providing for the remainder of our children's education
• Receiving a regular income
• Achieving capital growth
• Minimising our ongoing tax liability
• Ensuring fees weren't exorbitant
• Resolving issues with several pension schemes

The proposals formulated by Chris Bowmer and Fortitude allayed all of these concerns by producing a balanced portfolio.

At each stage the level of communication has been of the highest standard & if ever we have a query, the response is always swift, often immediate, making us feel special.

We would recommend Fortitude to anyone.

Mr I N

Chris Bowmer and the team at Fortitude have been extremely helpful in understanding our requirements and devising a suitable plan to provide us with the income and capital reserves that suit our new way of life in Spain. Muchas gracias.

Mr J Batch

After hearing so much that concerns me about purely financial advisors, it is good to work with someone who understands that portfolios are just tools for achieving life goals and looks at that bigger picture.