Views from the Fort

Read our views and latest news on our clients, our business and what we’re up to here at Fortitude. If you like what you read, check back for regular updates or subscribe to ‘Views from the Fort’.

New Model Adviser® Award Winner!

2014 has got off to a great start for us at Fortitude; we were awarded the New Model Adviser ® of the Year for the Midlands region at the end of last week.

Neil attended the Conference and was delighted to accept the award from comedian Ed Byrne on behalf of everyone at Fortitude.  He commented:

“We are really pleased to have received this award because it is the firm that is being judged, rather than a particular individual.  This means that the success reflects well on the whole team, particularly when one takes into account the quality of the firms we were up against”

The judging criteria for the awards take into account both quantitative factors (such as profitability and funds under advice) and qualitative factors (such as adviser qualifications, client communications, processes and commitment to improving the profession).

One of the questions we were asked was “What makes your business unique?”

We believe that a business is made unique by the qualities and characters of the people within it. We have put a lot of effort into making sure that we have the best people doing the bits of the job they are best at. This gives our team members a feeling of engagement and the clients receive the service they deserve (and a level of personal care which they do not receive elsewhere in their lives).

Great service alone does not make a business unique, what we have is a combination of relevant experience and technical expertise, which combine to create the empathy and support that we provide for our clients at all stages in their lives.  Our clients recognise and appreciate that we have a culture where we really do care about doing the right thing right first time.

Fortitude has also made the shortlist for the Professional Adviser Awards, so please keep fingers crossed for us on the 13th February, when the winner will be announced at an awards ceremony to be held at The Brewery (no giggling please) in London.

Congratulations to Tim!

We are delighted to announce that Tim Davison has achieved Chartered Financial Planner status. Read the rest of this post

Happy Christmas!

As the year draws to a close we would like to wish you a very Happy Christmas and all the very best for 2014. Read the rest of this post

Auto-Enrolment – do you need to beware?

The general feeling around the government’s automatic enrolment scheme is that it is not only a good thing, but a vital thing for the many thousands of savers who are not putting enough away to ensure they can support themselves in their retirement. Read the rest of this post

Financial Planning is for life – not just for Christmas

Taking place from Sunday 24 November, Financial Planning Week is the national campaign organised each year by the Institute of Financial Planning (IFP), its members and supporters to raise awareness amongst the general public of the importance of Financial Planning.

Read the rest of this post

Shedding some light on Care Fees reforms

Recent research suggests that many people are overestimating the amount of assistance the State will provide towards care costs in later life due to a fundamental lack of understanding of the new proposals. Read the rest of this post

Can you glide to a happy retirement?

Many employer pension schemes are set up these days without advice being available to members.  In the absence of advice such schemes offer a “Default Fund” and many include a “Lifestyling Option” Read the rest of this post

Smoke and mirrors – revealing the tricks of the trade for pension charges

We have written before about the way certain pension providers charge a lot of money for their pension plans.  The topic is, once again, on the media’s radar with interesting stories both on Moneybox and in the Telegraph in recent weeks. Much of what was said applies to only a few people but there is no doubt that the fees charged for pensions and investments are poorly understood and often very difficult to check. Read the rest of this post

They made it back in one piece!

Tim has shared his thoughts about the Heald Wheeled Team’s weekend participating in this year’s Extra Mile Challenge: Read the rest of this post

He’s doing it again!

A year after taking part in his first Extra Mile Challenge Tim has signed up again for the 3 day European Cycling Challenge organised for the 11th time by two local Rotary Clubs. Read the rest of this post