Tel. 01327 354321 | Email: theteam@fortitudefp.co.uk
Adding real value
In our profession – and in others too – people often talk about ‘adding value’, but it’s not always clear what that really means.
We’ll look to literally add value to your investments, of course, but it’s much more than that. The kind of value we’re talking about is putting our years of experience, insight and expert guidance firmly in your corner. We’re here to help you live the very best quality of life, now and in the years ahead.
That’s what we mean when we talk about ‘life-focused’ financial planning. It’s our role to understand your future as you see it and then structure your wealth in a way that gives you the best chance of achieving it.
“Fortitude really helped me to gain a sense of clarity. Their structured approach is a massive benefit and it really gave us a good understanding and some comfort about what we could or couldn’t afford to do next”.
– Phil Stevenson, client
Asking the right questions
We’ll start with some fundamental questions – what is it you want to do, when would you like to do it and how much will it cost?
We’ll then look at your current financial picture to understand whether those ambitions are possible now, and if not, when. Once we understand where you are today, we’ll begin to set out a long-term investment approach that’s designed to help you meet your goals.
That means choosing the right mix of assets, keeping your costs as low as possible and making the most of your tax allowances. But it also means working closely with you to ensure you stay on track. Circumstances change over time, so it’s important to be certain your strategy is always pointed directly at the outcome you want.
Financial planning isn’t a one-time exercise. It’s something that accompanies you throughout your life – it develops with you and it should be available for you to call upon whenever you need it. Wherever you are on your wealth journey, we’ll be there to keep you focused on that big picture.
Our three-step process
We’re here to understand your unique way of looking at the future, but over the years we’ve developed a three-step process that allows us to build your personalised strategy and set it in motion.
Retirement planning
Your retirement could last many years, several decades even. You need to be confident you’ll have enough money to do the things you want and to keep doing them for the rest of your life.
Investment principles
Financial planners like to follow investment philosophies – they’re the guiding principles that govern how and where they invest your money to give you the results you want in the long term.