Business Details
21 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 2005, we have built a reputation for delivering tailored financial planning solutions grounded in over two decades of industry expertise. Our approach prioritises understanding individual client goals, crafting bespoke strategies that evolve with life's changes, and maintaining transparency throughout the planning process. We specialise in simplifying complex financial matters for professionals, entrepreneurs, and families, offering guidance in investment management, tax planning, and retirement strategies.Our seven-step methodology ensures long-term financial clarity, while our commitment to remaining an independent, small firm allows us to provide personalised attention to every client. Accredited by the UK's Financial Planning Standards Board, we combine technical proficiency with a human-centric philosophy, focusing on generational wealth creation and lifelong client relationships.
Services
Financial Planning
Retirement Planning
Tax Planning
Investment Management
Estate Planning
Details
- Year established: 2005
Highlights and features
- We follow a proven seven-step financial planning process developed over 20+ years
- Our independent status ensures unbiased, client-first advice
- We specialise in simplifying complex financial matters without industry jargon
- Our team includes Certified and Chartered Financial Planners
- We focus on creating generational wealth through long-term client relationships
Associations and certifications
- Accredited Financial Planning Firm
Services
Financial Planning
Our financial planning service creates tailored strategies aligned with personal and family goals. We assess current financial positions, identify risks, and develop adaptable plans that evolve with life changes. Using our seven-step methodology, we help clients achieve long-term financial security through comprehensive analysis and jargon-free communication.
Retirement Planning
Specialised retirement planning focuses on ensuring financial security during post-work years. We evaluate current savings, model future income needs, and implement tax-efficient strategies to maximise pension pots. Our approach considers lifestyle aspirations, inheritance goals, and long-term care requirements while maintaining investment flexibility.
Tax Planning
Our tax planning service identifies legitimate opportunities to reduce tax liabilities across personal and business finances. We advise on pension contributions, investment structures, and inheritance tax mitigation strategies. The service combines regulatory compliance with proactive planning to optimise after-tax returns while maintaining financial flexibility.
Investment Management
Investment management services create diversified portfolios aligned with risk tolerance and financial objectives. We monitor market conditions, rebalance holdings, and adjust strategies to maintain optimal performance. Our approach balances growth potential with capital preservation, incorporating both traditional and alternative investment vehicles.
Estate Planning
Estate planning ensures wealth preservation and efficient asset distribution. We implement trust structures, gifting strategies, and tax mitigation techniques to protect family wealth. Our service coordinates with legal professionals to create comprehensive succession plans that align with personal wishes and regulatory requirements.
People
Mark Salter
Managing Director and Financial Planner
With over 15 years at Fort Financial Planning, Mark leads our advisory team. He specialises in creating tailored wealth management strategies for entrepreneurs, combining technical expertise with practical business insights to deliver actionable financial solutions.
Emily Flynn
Operations Director and Paraplanner
Emily oversees our operational processes and supports financial planning delivery. With extensive experience in compliance and financial documentation, she ensures our clients receive accurate, timely advice while maintaining our high service standards.
Sam Thompson
Client Services Manager
Sam manages client relationships and coordinates our advisory services. He focuses on ensuring seamless communication between clients and planners, maintaining our commitment to exceptional service delivery and client satisfaction.
Alfie Carter
Client Relationship Manager
Alfie supports clients throughout their financial journey. He specialises in explaining complex financial concepts clearly, helping clients understand their options while maintaining our values of transparency and client-first service.
Lauren Smith
Client Relationship Manager
Lauren works closely with clients to understand their financial goals. She coordinates financial reviews and assists in implementing planning strategies, ensuring our clients receive consistent, high-quality support throughout their relationship with us.
Questions
How do you work with business owners?
We help business owners separate personal and business finances, implement tax-efficient profit extraction strategies, and create exit plans that align with personal financial goals.
What retirement planning steps do you recommend?
We use our Visual Forecast tool to model different scenarios, assess current savings, and create tax-efficient withdrawal strategies tailored to individual lifestyle aspirations and longevity expectations.
How can executives maximise tax savings?
We review pension contributions, salary sacrifice opportunities, and investment structures to create comprehensive tax mitigation strategies that work alongside professional income streams.
What investment approach do you use?
We create diversified portfolios based on risk tolerance and goals, combining traditional assets with alternative investments while maintaining regular performance reviews and rebalancing.
How do you handle estate planning?
We implement trust structures, gifting strategies, and inheritance tax planning techniques to preserve wealth while coordinating with legal professionals to ensure proper documentation.
