Charities, Trusts and Attorneys
At Fort Financial Planning we work with a number of different Charities, Trusts and Attorneys to ensure their money is working hard for them and they are meeting all their personal and legal responsibilities.
Our Investment Advantage™ provides a low cost investment strategy which enables us to build a highly diversified investment portfolio with access to institutional investment funds.
As a client you will receive continual access to our advice and at least one annual review meeting each year where we provide a full review of the current position including an in depth summary of the investment portfolio and its performance.
For Attorneys working on behalf of elderly people and people in care, we are able to use The Visual Forecast™ (cash flow forecasting) so the right decisions can be taken and documented at all times.
FFP’s service will provide significant value for Charities, Trusts and Attorneys with cash accounts, investments and properties valued in excess of £500,000.