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Fortitude Financial Planning Ltd

  1. Towcester
  2. Towcester Finance

Reviews, get directions and contact details for Fortitude Financial Planning Ltd

Fortitude Financial Planning Ltd
"We’re a Chartered Financial Planning firm based in Towcester, Northamptonshire. Our team of experts work with people who are reaching a point in their lives when their priorities are starting to change.Since 2002, we’ve helped our clients 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 and then use our experience to tailor the right approach for you.As Chartered Financial Planners, we put our clients’ needs first and invest in ongoing development to add further value to their lives.To discover how we can help you, get in touch today."
Address: Unit 4, Selby Barns, Towcester NN12 8AL, UK
Phone: 01327 354321
State: Northamptonshire
City: Towcester
Zip Code: NN12 8AL

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
Fortitude FP is a highly professional company which maintains a very down to earth personal touch. Information to hand is always up to date with the financial market. This is clear presented allowing the client to make good, informed decisions. All questions are answered in plain English. I would highly recommend Chris and his team to anyone starting out on the pension route or looking for a new advisor
We have used Fortitude for several years on and off covering different aspects of our life’s timelines. They have surpassed our expectations this time as we approach retirement. They make you really think what you want to achieve in your retirement. Giving us the confidence to make those decisions. We all worry if we will have enough money to see us through . Fortitude will be honest. Friendly approachable team that make you feel at ease. No pressure what so ever. None of us want to live with regrets. Could we have retired sooner. We totally trust Fortitude. Yes obviously you pay for their services. But everything in life has to be paid for.
Sensible solid advice over the long term, combined with sensible long term growth targets that have been achieved. Provide confidence my savings are ‘safe’.
Great team at Fortitude. Very helpful and knowledgable. Advised by them for over 20 years. Extremely happy with everything they have done.
We have had sound advice from the Team at Fortitude for over fifteen years. Our family returned from an working overseas and needed advice to help understand the options for savings and personal pensions. Since then we have been helped with estate planning, wills and retirement planning. WE received a very warm and friendly welcome from the professionals at Fortitude We have an annual review with Richard our Advisor and it gives us a great sense of confidence to see our affairs in good order. We are now able to enjoy the fruits of their investment and planning advice. I would encourage anyone thinking of how to manage assets or how to prepare for the future to talk to these people
I have used Fortitude Financial Planning for several years now and am very satisfied with them. They have helped my husband and I to plan financially for our future taking into account our lifestyle aspirations and attitude to financial risk. The information they provide is clear and easy to understand so we have always felt fully involved in the planning and comfortable with the decisions we make. I would happily recommend them to other people.
We started working with Fortitude 25 years ago because we knew that the thinking and discipline they were leaning us towards was right long term. And they delivered on their strategies. We paid off our house early, we retired early, we travelled pre-COVID and will do so again. We have extensively modernised our bungalow after living in the same one for 30 years. The team are all a pleasure to deal with and they genuinely have the clients interests built into everything they do for you. Putting money into long term financial planning was a difficult discipline to get used to but once on the road bit by bit you see the returns and get more confident that you can do the things you want, when you want. Best decision my wife and I made on this front. Thank you Neil and Sam who have done the hard work.
Fortitude Financial Planning have been our financial planning advisors since 2013. We have always found them to be friendly, professional and helpful. With my 65th Birthday approaching in 2016, Fortitude gave my wife and myself excellent advice on how we should proceed with a number of different pension schemes, both final salary and defined contribution. This has given us the flexibility to enjoy our retirement. We highly recommend Fortitude, and trust them implicitly to advise us on all financial planning matters. They are always available to advise on the most efficient way to finance significant events such as new property purchases and gifts to family members. Our annual review and lifetime cashflow analysis, with Fortitude, give us the confidence that we have sufficient funds to realise our retirement wishes, for the rest of our lives.
This company have been fantastic to sort out my pensions and savings. I would recommend them.
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