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Neil is one of the few Planners in the UK who has achieved Fellowship of both the Institute of Financial Planning and the Personal Finance Society, as well as being a Chartered Financial Planner and a Certified Financial Planner. www.financialplanning.org.uk. He has recently been appointed to the Board of the Institute of Financial Planning (IFP) and was chairman of the IFP's Northern Home Counties branch for the three years up to December 2007.
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 professional accountancy firms (including a UK Top 10 accountancy practice). Most recently in March 2006 he has qualified as an Associate of the Institute of Financial Planning (IFP), holds the internationally recognised 'Certified Financial Planner' licence and is continuing his studies towards Chartered Financial Planner status. www.financialplanning.org.uk
Mark is responsible for all our Business Operations 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 including the Diploma of Financial Planning.
Helen, who is Neil's life partner, is a member of our client support team. She is responsible for ensuring clarity and consistency in communication from the business, trying to remove some of the jargon which plagues our industry.
Debi joined Fortitude in March 2005 and provides administration support to our Financial Planners 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, who is married to Chris, joined Fortitude in January 2007 to enhance our client support team, following a career break to bring up their 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.
Registered office 4 Selby Barns, Duncote, Towcester, Northants, NN12 8AL