We recognise that all our clients have different financial needs and objectives. Our aim would be to provide simple solutions to your financial needs but some clients will require more complexity to achieve their desired financial objectives.

In order to clarify the expectations of both parties and to provide transparency we provide the following five distinct services each of which are separately costed, although the initial consultation is at our cost:

• Initial Consultation
• Review and an analysis of your current circumstances
• Preparation of your Financial Plan
• Implementation of our recommendations
• Ongoing servicing and advice through our Ongoing Wealth Management Service

The initial meeting is a without obligation consultation and will comprise:-

• A meeting with a Financial Planner.
• Introduction to Fortitude - we will give you an overview of our services and the processes we use.

At this meeting you will be advised as to how much it will approximately cost to engage Fortitude Financial Planning. The fee is dependant on your individual circumstances. For your information our initial Year 1 charge starts from £1500. Annual review services depend on your ongoing needs.