It’s time to say hello to our Client Support Team member, Liz Reed. If you’re a client you’ve certainly been in touch with Liz at some point, as she’s the one working hard to provide any and all support that you may need.

Sam is a busy bee. In addition to his core role as financial planner, he also stepped up to take the reins alongside Chris and Mark when Neil and Helen officially left the business last summer.

Davina started working in financial services in 1990. She was asked to help out for a while at Fortitude in 2006, and is still here fourteen years later. Davina leads a busy life both in and out of work – we’ll let her tell you all about it in her own words.

Mark is passionate about ensuring that our clients are working with a trusted financial planning firm with the highest ethical and moral values; one that helps clients make smart decisions about what to do with their money.

Stepping into the spotlight this month is our Senior Client Support, Belinda Stock. She’s been with us for five years out of her long career in financial services, and says that the profession is “not quite such an “old boys’ network” as it used to be, which can only be a good thing!”.

This month’s team spotlight is the Richard Peters, one of our financial planners, talking teamwork, studying and drumming.

We’re spotlighting the Fortitude team over the coming months. Next up to the podium is our wonderful Paraplanner, Niamh.

Today in the spotlight chair we have none other than Director Chris Bowmer. Here’s what he had to say.

As your financial planners, we take the time to understand you. When you work with us you’ll be dealing with real people, whether it’s over the phone or face to face.

So, it seems only fair that you get to know us in return. Starting with Alex Allcock-Rouse, our Client Support Technician, we will be spotlighting our team over the coming months. Here’s what he had to say.