Andrew Fort - B.A. (Econ.) MIFP, Dip PFS, CFP

Andrew has been practising as an Independent Financial Adviser  for 28 years.  He was educated at Sherborne's Abbey and Fosters School, Christ's Hospital and Manchester University, before successfully training as a State Registered Nurse. 

 

In addition to an honours degree in Economics, he is also a member of the Society of Financial Advisers, having passed his advanced Financial Planning Certificate.  According to the Chartered Insurance Institute, only 6% of qualified financial advisers hold this level of qualification.  He is also a Certified Financial Planner^cm, one of only eight hundred in the UK who have attained this high level of qualification. 

 

 In 1982 he was co-founder, with his father, of Harry Fort Insurance Brokers.  This firm grew from two people to its current total of fourteen. 

 

Mark Salter - Paraplanner

 

Mark has been working with Andrew since 1999.

 

His is a member of the Chartered Insurance Institute and is studying for his certificate in Financial Planning.  His real aim is to become a Certified Financial Planner^cm.

 

His main role as a Paraplanner is to help in the preparation of meetings and the development of financial plans and to deal with all the administration in relation to new plans and investments.

 

Email Mark mark@ffp.org.uk

Chris Fort

 

Chris is Andrew's wife.  She is both a qualified PE teacher and a secretary.

 

In July 2007 as Fort Financial Planning was expanding and the workload was increasing Andrew and Chris decided it would be a good time to put the secretarial skills into use again and Chris has now joined Andrew and Mark. She previously ran her own business, a Playschool, for seven years.

 

Email Chris chris@ffp.org.uk