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’.
You might think that this is a pretty straightforward question and therefore easy to address. If we want to know what our clients really want, then all we need to do is ask them - simples!
The thing is that “simple” is not always easy.
Often we meet people who think that they know what they want from us, however as our relationship develops and trust builds, their requirements often evolve into something quite different. Read the rest of this post
Bronnie Ware is a writer and songwriter from Australia who worked in palliative care for many years. She has recently released a full-length book titled The Top Five Regrets of the Dying – A Life Transformed by the Dearly Departing.
The book is a memoir of her own life and how it was transformed through the regrets of the dying people she cared for. It is based on her original blog Regrets of the Dying, which I have copied below. Read the rest of this post
FREE Seminar 9th February 2012 at MK Dons Stadium
Owner managers, who plan to sell their business in the future for its maximum value need 3-5 years to plan and prepare. Do you know how much your business is worth and is it enough to be financially independent during your retirement? Read the rest of this post
Here at Fortitude we pride ourselves on our ability to take the complexity out of financial related matters, explaining concepts in a clear and concise way.
When we re-launched our website, we not only decided to include a child and superhero theme, but a selection of BEHAVIORGAP.COM images. These are actually sketches drawn by Carl Richards who, like us, believes in presenting complex concepts in a way that is easy to understand. Read the rest of this post
Last year we had such great feedback on our Christmas video we decided to do it again – although we thought we’d be a bit more ‘disco’ and go with a ‘fro!
Our Planners have enjoyed getting into the groove for Christmas and because the Support team work like elves all year helping our clients, we thought each video was quite fitting. To play the video use these links Financial Planners get into the groove and Elves in the Support team. Read the rest of this post
As we approach Christmas the team at Fortitude have been looking back on a very busy year. Some of the highlights include becoming an Accredited Financial Planning Firm and Neil judging the Financial Times Money Marketing Financial Planner of the Year Awards. We were also joined six months ago by our new Planner Tim Davison and have launched our fabulous new website.
We believe that all clients can benefit greatly from receiving joined-up advice from their professional advisers. That’s why we strategically partner with other professionals (solicitors and accountants) to deliver comprehensive advice, customised to the individual needs of our clients.
In the preface to the fourth edition of The Intelligent Investor, Warren Buffet states that to invest successfully over a life-time does not require a stratospheric IQ, unusual insights or inside information.
What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding the framework. Read the rest of this post
We selected the superhero theme for our new website, featuring children in the photography, because children demonstrate the ability to dream without constraints and to imagine without boundaries. Ask a child “what do you want to be when you grow up” and they will give the most amazing answers. Read the rest of this post
Over the last 20 years there has been a huge increase in personal debt, driven by the belief that spending is a good thing. This level of debt has proven to be unsustainable, which means that spending habits will need to change over the next few years.