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’.
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.
Twitter, the online social networking and micro-blogging service that enables users to send and read text-based posts of up to 140 characters (known as ‘Tweets’) describes itself as “a service for friends, family, and co-workers to communicate and stay connected through the exchange of quick, frequent answers to one simple question: What are you doing?”. Read the rest of this post
This post provides an overview of our two core services: Financial Planning and Focused Advice. When we were considering the best way to articulate the differences between each of our services we found these photographs of Eilean Donan Castle. Each image looks distinctly different, taken from a very different angle (perspective), yet both of them are of the same castle. Read the rest of this post
We provide a comprehensive range of Financial Planning services, which we deliver in partnership with you and other trusted professionals. Our aim is to empower and liberate you to make decisions about your future – with genuine financial clarity. Read the rest of this post
We focus on continuing professional development and maintaining the highest of professional standards. Below is a short overview of independent status, SIFA professional membership and Chartered Financial Planner status. Read the rest of this post