Founded in 2002 as an independent financial planning practice, Fortitude Financial Planning Ltd provides fee-based advice to personal, trust and corporate clients across a wide range of areas. Our aim is to deliver our expertise and technical experience whilst retaining the highest level of personal service. With this in mind we only work with a limited number of clients to enable us to provide the service that our clients should expect and deserve.

Our highly qualified and experienced planning team will carefully review your position and analyse your lifestyle and financial objectives. We will work with you to set goals, prioritise action, implement agreed plans and will then help you to monitor and review your progress towards the achievement of these goals.

We review your financial plan with you at agreed intervals to update the strategies employed within your plan and to advise on any new action necessary to best suit your changing circumstances.

The regular monitoring meeting with our Financial Planner helps you to maximise the prospect that you will achieve your chosen goals.

We are members of the Institute of Financial Planning, which is the UK professional body for those committed to the development of the multi-discipline profession of Financial Planning. Its mission is to develop and promote the profession of financial planning to the general public and to those people involved in providing advice and guidance to their clients, in order to fulfill most effectively every client's financial and lifestyle objectives.

As a member we sign up to the code of Ethics and Professional Advice. For further information about the Institute of Financial Planning go to www.financialplanning.org.uk