Andrew Fort B.A. (Econ.) MIFPDip APFS                                                                                                             Certified and Chartered Financial Planner

Managing Director

Andrew has been practising as an Independent Financial Adviser for over 30 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 1982 he was co-founder, with his father, of Harry Fort Insurance Brokers. In 2005 Andrew set up Fort Financial Planning which he runs from a purpose-built office in the grounds of his home. In October 2007 Andrew decided to concentrate solely on Fort Financial Planning.

In addition to an honours degree in Economics, Andrew is also a member of the Society of Financial Advisers, having passed his advanced Financial Planning Certificate. 

Andrew is one of a very small band of Independent Financial Advisers to hold both the internationally recognised Certified Financial Planner (CFPcm) and Chartered Financial Planner qualifications.


MS Photo web.jpg
 
 
BR Photo.jpg
 
 
 
SC Photo.jpg
 
Philippa photo.jpg

Mark Salter DipPFS

Director and Financial Planner

Mark has been working with Andrew since 1999 and joined FFP when it was set up as Andrew's Paraplanner until qualifying as a Financial Planner. In April 2016 Mark became a Director and Shareholder in Fort Financial Planning and now spends the majority of his time with clients and providing lifestyle financial planning.

Mark holds a Diploma in Regulated Financial Planning and is also qualified to advise on Long Term Care planning. He is now working to become a Certified Financial Planner.

Mark is a keen sportsman and plays semi-professional football.

 

Emily Flynn BA Hons

Paraplanner

Emily joined FFP in May 2012 after graduating from Oxford Brookes University with a 1st Class Honours Degree in Business and Marketing Management. Emily is continuing her education at FFP and is working towards a Diploma in Regulated Financial Planning.

Emily’s role is sandwiched in between our financial planners and administrators. She helps prepare for meetings and undertakes research to develop financial plans. Emily also works with the administrators to ensure recommendations are implemented in a timely manner.

Emily is a fitness lover and enjoys running, cycling and swimming.

 

Becky Rogers

Paraplanner

Becky joined FFP team in June 2018 as a paraplanner, having worked previously for a large financial planning & accountancy firm for the past 6 years.

During that time she completed her professional qualifications and now holds the advanced diploma in financial planning and PFS Fellowship.

Becky enjoys spending her free time with her young family, as well as long walks with a very lively Springer Spaniel.

 

 

Siân Gates

Trainee Paraplanner

Siân joined FFP in October 2016 having previously worked within the Financial Services industry. Like Emily, Siân is working towards her Diploma in Regulated Financial Planning whilst also training within the firm to become a Paraplanner.

As part of Siân’s training, she will be supporting Emily whilst also working with everyone in the team to ensure recommendations are implemented in a timely manner.

Siân moved to Dorset from her childhood home in the Midlands in 2012 and outside of work she enjoys attending live music concerts, travelling, eating out and spending time with her family and friends.

 

Chris Fort

Company Secretary

Chris is Andrew's wife. She is both a qualified PE teacher and a secretary and she previously ran her own business, a Playschool, for seven years.

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.

Chris is responsible for looking after our monthly accounts and she monitors the company finances.

 

 

Samantha Clark

Office Administrator

Sam joined FFP in September 2014, after working for her previous company for 9 years, starting as Sales Office Junior and progressing to Director's PA.

Sam works closely with the Paraplanners to ensure our Easy Implementation Process™ is completed efficiently; working with providers on a daily basis to implement our recommendations.

Sam also utilises her PA skills to ensure the smooth running of our office.

Sam enjoys spending time with her friends and family and travelling. Since joining FFP Sam has a new found love for spinning.

 

Philippa O’Grady

Office Administrator

Philippa joined the FFP team in March this year having previously worked as a marketing assistant for a Project management training company. Prior to this, she worked as a Financial advisor for the Lloyds Banking group for over 17 years.

Philippa will be working closely with Sam and the Paraplanners to assist with our Easy Implementation Process™, whilst ensuring that the company’s core values are always delivered.

In her spare time, Philippa still swims competitively in masters events across the country and enjoys watching both of her sons play rugby for Sherborne RFC.