Fortitude Financial Planning

Since 2002 we've been helping our clients to lead the lives they really want, with confidence and clarity about the future and peace of mind about how their wealth is managed. We're independent, which means we're free to assess the full range of products and providers available, then use our experience to tailor the right approach for you.

As your financial planners, we take the time to understand you. When you work with us you'll be dealing with real people, whether it's over the phone or face to face. Our team brings an enviable amount of knowhow and a broad range of professional qualifications to the table.

We've never added together all those years of service because it would probably make us feel very old, but as a team we can offer several decades of practical knowledge and experience.It's good to put faces to names and to understand exactly what drives the professionals you'll be working with on your future plans.

In our profession - and in others too - people often talk about 'adding value', but it's not always clear what that really means. We'll look to literally add value to your investments, of course, but it's much more than that. The kind of value we're talking about is putting our years of experience, insight and expert guidance firmly in your corner.

I've been with Fortitude forever. The relationship began with a lump sum that needed investing and now we know we will be able to maintain the lifestyle we have now in our retirement. How great is that?. But we do find that many of our clients are approaching a similar stage in life, albeit with different goals and ambitions and their own vision of what comes next.

When it comes to managing your wealth, planning for the future and building a strategy to meet your ambitions, you and your beliefs are front and centre. But it's important to share our beliefs with you too. They're the principles that guide us, so it's important that you understand how we'll approach managing your wealth and crucially, whether or not you agree with that approach.