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Chris is the primary Financial Planner for our company. Chris has worked in the Financial Services industry since leaving University in 1983 with an Honours Degree in Economics. He has been working as an Independent Financial Adviser (IFA) since 1994 and has since provided advice to clients of General Insurance Brokers and professional accountancy firms (including a UK Top 10 accountancy practice). During this time he advanced his professional qualifications. Most recently in March 2006 he has qualified as an Associate of the Institute of Financial Planning (IFP) and now holds the internationally recognised 'Certified Financial Planner' licence of which there are only 500 practicing in the UK. Further details of this licence can be viewed here www.financialplanning.org.uk
Mark is responsible for our Compliance & Client Support functions and has been working in the Financial Services profession since graduating from University in 1998 with an Honours Degree in Economics. He gained some initial training and experience working for the Nationwide Building Society before he moved to the 'Graduate Fast Track' programme offered by the financial services arm of a 'Top 10' firm of Chartered Accountants. Mark has passed the qualifications required to be an IFA and he has continued with his studies and has passed the first two of the exams required towards the Advanced Financial Planning Certificate. Mark is currently studying for the next exam.
Debi joined Fortitude in March 2005 and provides administration support to our Financial Planner and clients. Debi has considerable office experience and has worked in a number of busy Solicitors offices and more recently within Governmental agencies. She is also an Affiliate of the Institute of Management. DAVINA BOWMER, Client Support Administrator Davina, who is married to Chris, joined Fortitude in January 2007 to enhance our client support team, following a career break to bring up her children. Davina brings considerable experience having worked in the Financial Services industry since 1990 and she has previously managed the Administrative team at a large National IFA between 1995 and 2002.
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Fortitude Financial Planning Ltd is authorised and regulated by the Financial Services Authority. Registered in England number 445029. |
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