“I’ve been with Fortitude forever. The relationship began with a lump sum that needed investing and now we know we will be able to maintain the lifestyle we have now in our retirement. How great is that?”

– Linda McComie, client

Who we work with

We don’t work with people like you, because there’s no one quite like you. Every client is unique – we’ve never used a one-size-fits-all approach and we never will.

But we do find that many of our clients are approaching a similar stage in life, albeit with different goals and ambitions and their own vision of what comes next.

We work with people who are reaching a point in their lives when their priorities are starting to change. They might be looking at the future in a different light, with new options appearing on the horizon, including thoughts about retirement.

You may still be a decade away from it, or maybe just a few years, but either way it’s a big change that requires careful, intelligent planning. Once we’ve talked through your goals and looked at what you have to work with, you may even find you can achieve the retirement you want earlier than you expected. 

It’s never too late (or too early) to start and you don’t have to handle it alone. 

Our clients come to us with all sorts of goals and ambitions, which means they also come to us with questions.

They’re often practical questions about how soon they can retire, how much they’ll need, what their future income might look like and how they’d deal with ongoing commitments. But there are often deeper, more searching questions too. For every excited anticipation of that dream holiday, there’s a concern about providing stability for a spouse, or making sure family members are provided for.

We’re here to help you find answers to all of those questions. We’ve been doing it for a long time and you can hear what some of our clients have to say in the videos below.

Client stories

 

Kelvin’s story

Kelvin has been a client of Fortitude for more than 18 years. He wanted help selling his pharmacy business and securing a financial future for himself and his family.

Simon & Juleen’s story

Simon and Juleen have been clients of Fortitude for more than eight years. They wanted to know how much they had in their pension pot and when retirement would be an option.

Yvonne’s story

Yvonne came to Fortitude looking for help to invest a lump sum of money, as well as planning ahead and consolidating her many pension and savings pots.

Neil & Helen’s story

Neil and Helen helped to build Fortitude Financial Planning before handing it over to the next generation and selling their shares; they have since become clients.

Trevor & Kay’s story

Trevor and Kay wanted to plan for their future following a serious accident. We helped Trevor retire, meaning he could enjoy more quality time with Kay.

Jon’s story

After a lucrative career as an IT sales director, Jon was able to retire early thanks to some shrewd investments and careful planning with Fortitude.

Shaun’s story

Shaun came to us three years ago; he wanted clarity on his financial future, specifically when he could retire.

Simon & Nikki’s story

Simon and Nikki came to Fortitude 20 years ago, keen to make sure they could enjoy their retirement when it came. Well, it’s here – and they’re thrilled with the position they’re in.

Keith & Trish’s story

Keith and Trish were excited to learn that they could retire at 55. We put together a financial plan to support their dreams of travelling and helping their daughters buy a home.