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’.
The risk-return trade-off is a concept that every investor should be familiar with. Stated simply, it means that to gain a higher potential return on an investment, you have to accept more risk. Read the rest of this post
Tim Davison has recently been asked to provide a guest blog for Care to be Different – a company that specialises in providing information about NHS funding – to help you avoid being wrongly charged for care.
In his article Tim highlighted one aspect of care fees planning and care fees means testing that you may be unaware of, and yet that could save you thousands of pounds.
Read the rest of this post
UNDERSTANDING THE RISKS AND OPPORTUNITIES IN INVESTMENT MARKETS
Fortitude Financial Planning and Keens Shay Keens are delighted to present an investment seminar on Wednesday June 26th with special guest, finance expert and city veteran: Justin Urquhart Stewart.
Justin will deliver an entertaining and informative update in his inimitable style, in order to help us understand what is happening with the economy and the markets.
Wednesday June 26th Seminar Agenda
17:00 Registration and refreshments
17:15 Formal presentations, Q&A
19:00 Expected departure
To secure your place, please RSVP to email@example.com or by calling 01327 354321. Please note that places are strictly limited. Confirm your place today to avoid disappointment. Alternatively, you can register online here.
Hilton Milton Keynes
Kents Hill Park
Milton Keynes MK7 6HL
Car parking is available onsite
Click here for directions.
Justin Urquhart Stewart
Marketing Director – Seven IM
Justin is one of the most recognisable and trusted market commentators on television, radio, and in the press. Originally trained as a lawyer, he has observed a unique understanding of the market’s roles and benefits for the private investor.
Having trained as a barrister, Justin took up international corporate finance, working in both Africa and Singapore then back in the UK. This led Justin to help found Broker Services in 1986, which went on to become Barclays Stockbrokers where he was Corporate Development Director. In early 2001, he co-founded Seven Investment Management (7IM).
Justin has a keen interest in developing the investment market to break down as many of the traditional barriers as possible for both private investors and smaller companies. As part of this he was involved in the original development of the AIM market and the investor educational company, Proshare. He writes regularly for national magazines and newspapers, and is a frequent commentator on television and radio, both in the UK and abroad.
In 2012, he won the ‘Best Industry Commentator’ from the City of London Wealth Management Awards, as voted for by professionals and consumers.
He is married with one daughter, two cats and a motorcycle, with an interest in archaeology and writes short stories on the Roman Empire.
Please direct any queries to Mark White by calling 01327 354321.
In 1720 hundreds of people were ruined when the ‘South Sea Bubble’ collapsed. The share price of the South Sea Company had been inflated to ridiculous levels by insider trading: bribes were paid to politicians, some people got rich, far more were ruined and considerable damage was done to the national economy. Read the rest of this post
George Horace Lorimer once said: “It’s good to have money and the things that money can buy, but it’s good too, to make sure you haven’t lost the things that money can’t buy.”
Creating a balance in life is important and core to this is knowing how to achieve your financial goals. With every financial corner you turn it’s important to ‘run through the numbers’, which will help you make the right financial decisions. Read the rest of this post
The cost of securing an income in retirement has increased by almost a third since 2009, statistics from the Office of National Statistics (ONS) have revealed. Read the rest of this post
The HMRC Property Sales Campaign is an opportunity for you to bring your tax up to date if you have sold a residential property, in the UK or abroad, that’s not your main home. Read the rest of this post
Which? survey reveals worrying trend
In a recent Which? investigation, some of the UK’s biggest banks were identified as failing to give the right advice when it comes to transferring and managing their Cash ISAs. Read the rest of this post
We were delighted to host an Afternoon Briefing on Tuesday April 23rd alongside Keens Shay Keens and Carey Pensions UK. Christine Hallett, Chief Executive Officer of Carey Pensions UK briefed attendees on the exact implications of Auto-Enrolment. Read the rest of this post
The day of the annual Fortitude Golf day dawned dry and bright, if not particularly warm, as clients and professional connections gathered at Collingtree Golf Club for a quick lunch. Actually it turned out to be quicker than planned as the official starter turned up 20 minutes earlier than expected asking for our presence on the tee! Read the rest of this post