FINANCIAL security matters to everyone, and when you’re running a business, it’s sometimes too easy to focus on security here and now, rather than planning for the future.
With years of expertise and experience, the team at Fortitude Financial Planning can help find a balance so that enjoying life today isn’t sacrificed by saving for the future, or vice versa.
Rather than financial advice, which is geared towards the best investments and products, Fortitude Financial Planning offers a comprehensive, fee-based financial planning service that helps clients understand their financial positi
FINANCIAL security matters to everyone, and when you’re running a business, it’s sometimes too easy to focus on security here and now, rather than planning for the future.
With years of expertise and experience, the team at Fortitude Financial Planning can help find a balance so that enjoying life today isn’t sacrificed by saving for the future, or vice versa.
Rather than financial advice, which is geared towards the best investments and products, Fortitude Financial Planning offers a comprehensive, fee-based financial planning service that helps clients understand their financial position and what has to be done to ensure a comfortable retirement.
The CISI accredited firm, which won New Model Adviser Firm of the Year (Midlands) in 2014 and 2015, is run by Directors Neil Bailey, Chris Bowmer and Mark White, with a focus on offering independent, impartial advice – charging clear and transparent fees so that clients understand.
Neil and Chris are Chartered Wealth Managers, Chartered Financial Planners and Certified Financial PlannerTM Professionals, while the growing team now includes Planner Richard Peters who joined last month.
An individual plan is drawn up for each client, looking carefully at their current financial position, and their financial and lifestyle goals, in order to put together a Lifetime Cashflow Forecast that will help them to see what needs to happen in order for them to be financially independent throughout their later years.
Software is used that transforms information about investments, savings and pensions on one hand and outgoings on the other into a forecast that covers the entire retirement period.
“For many people, particularly those running their own business and investing a lot of time and money into that, it is difficult to look into the future and calculate when and how it will be possible to be financially independent,” said Chris Bowmer.
“But clarity and information bring confidence, security and peace of mind. We believe that today’s lifestyle and your future life should be balanced and that individuals should be able to spend now and save for the future, rather than denying themselves money now because they are being cautious.
“Our client’s best interests are always at the heart of everything that we do. That means that our clients can sleep well at night, knowing that their future is assured and that they will be financially secure in their later years.”
Fortitude Financial Planning is based in Duncote, near Towcester, telephone 01327 354321, email or visit the website www.fortitudefp.co.uk