Team Update: Niamh Philp is now a financial planner
If you’re a client of ours, you’ll know just how important continued professional development is to us as a firm.
This is just one of the reasons we are so proud to tell you that our colleague Niamh Philp has been promoted and is now a financial planner. Congratulations, Niamh!
Read on to learn more about Niamh’s journey to this promotion and what it could mean for you.
Niamh started working with us in 2018 as a paraplanner
Niamh has been working at Fortitude since 2018, when she joined us as a paraplanner. Prior to this, she had worked in financial services for around 18 years in a variety of roles.
As a paraplanner, Niamh supported our existing financial planners in providing the exceptionally high quality of service that you’re used to receiving from us. This included attending client meetings with the planners, conducting research, and writing reports.
Niamh can now provide you with financial planning to help you achieve your goals
After several years of study and training with our team, Niamh can now provide you with personalised financial planning.
In her new role, Niamh could help you to:
Work towards your short-, medium-, and long-term goals
Plan your retirement and ensure you have enough to live comfortably in future
Create an estate plan to pass on your wealth tax-efficiently
Protect your income and improve your financial resilience in case of unexpected events.
Whatever your goals or concerns, Niamh can help you to create an effective plan that helps you to fulfil your ambitions.
Just like all our planners, Niamh will continue her study over the coming years
Niamh will continue to work closely with our other planners, as we believe that working together as a team is the best way for us to provide you with a high-quality service.
What’s more, her next steps will be to continue her training. She’s already begun studying to become a Chartered Financial Planner.
Chartered Financial Planner is a prestigious qualification that all our existing planners have achieved. As well as further improving her technical knowledge, this qualification will require Niamh to demonstrate her commitment to upholding the highest standards in client care. This means that you can feel confident that the advice you receive from our planners is based on the most up-to-date research and the highest professional standards.
We look forward to celebrating more of Niamh’s achievements and seeing how she helps more of our clients to achieve their long-term goals in the future.
Get in touch
If you’d like to learn more about how our team in Towcester can help you to achieve your long-term financial goals, please get in touch and we’ll be delighted to speak to you.
Email theteam@fortitudefp.co.uk or call us on 01327 354321.
Please note
This article is for general information only and does not constitute advice. The information is aimed at retail clients only.
The Financial Conduct Authority does not regulate estate planning.
Note that life insurance plans typically have no cash in value at any time and cover will cease at the end of the term. If premiums stop, then cover will lapse.
Cover is subject to terms and conditions and may have exclusions. Definitions of illnesses vary from product provider and will be explained within the policy documentation.