Andrew Fort B.A. (Econ.) MIFP  Dip PFS

Managing Director

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. 

In 2005 Andrew set up Fort Financial Planning which he runs from a purpose-built office in the grounds of his home. Fort Financial Planning Ltd is wholly owned by Andrew and his wife Chris.  In October 2007 Andrew decided to concentrate solely on Fort Financial Planning and his brother now runs Harry Fort Insurance Brokers.

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.

Mrs Chris Fort

Company Secretary

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.