Our primary focus at Fort Financial Planning is to help you to build, manage and protect your wealth.  If you need advice, but you are unsure which of our services would best suit your needs and budget, please call us on 01935 813322 or email info@ffp.org.uk for a friendly chat about your own personal circumstances.

Platinum Financial Planning Service

If you need comprehensive financial planning then our platinum financial planning service will provide you with everything you need to take control of your finances and achieve your life goals.

Our platinum service enables us to see into your financial future by preparing cashflow forecasts and then developing a strategy with you to ensure you meet your life goals without the fear of ever running out of money.

This level of service can provide substantial benefits for individuals and small business owners with high levels of income or pensions and investments in excess of £100,000.

Investment Planning Service

If you only require focused advice in relation to your investment portfolio, we provide a wealth management service that includes access to low cost investment funds, scientific risk profiling and portfolio construction and management.

This level of service can provide substantial benefits for people with pensions and investments in excess of £50,000.

Our Investment Process

Independent Financial Advice

We also provide a financial advisory service to help you make decisions about certain aspects of your finances.

Your Options at Retirement

 

Pre Retirement Planning

 

Protecting your family

 

Business Protection

 

Estate Planning

If you do require focused advice, our advisory service may be suitable for you. Please contact us on 01935 813322 to discuss your requirements and we'll do everything we can to assist you.