Your life, your money, your future
20 Years of Trusted Wealth Management
At Fort Financial Planning, we are here to help you build, manage, and protect your wealth through thoughtful expert financial advice tailored to your needs. For over 20 years we’ve built a strong reputation for professionalism, integrity, and putting our clients first – always.
Based in Sherborne, Dorset, we specialise in bringing clarity to even the most complex financial matters by building bespoke financial plans, that match and adapt to your lifestyle. We focus on ensuring you and your family live your best life and provide expert guidance in investment management, tax and estate planning.
By deliberate design Fort Financial Planning is, and will remain, a small yet focussed firm. Why? Because it means we can give each client the attention, insight, and personalised care they deserve. No two clients are the same, and we pride ourselves on being exceptional listeners who take the time to truly understand your goals to develop clear, personal plans, and build strong, long-term relationships.
We believe financial planning should feel empowering, not overwhelming. Most importantly, we simplify the process - cutting through complexity and avoiding financial jargon, providing guidance so you can make confident decisions for you and your family with clarity and peace of mind.
Our Values
Every Interaction Matters
At Fort Financial Planning, our values are fundamental to who we are and what we do. They shape our culture, guide our decisions, and drive the way we work together with our team and clients
We express this commitment in a simple phrase: Every Interaction Matters.
Till Death Do
Us Part
Real financial planning is about people not money. Our core beliefs are to build trustworthy relationships with our clients. We listen to our clients, and work with them to clarify their goals and demystify financial matters. We deliver a jargon free, personal financial planning service allowing clients to make informed decisions without complexity.
Above And
Beyond
We’re committed to taking responsibility as individuals and as a team to consistently deliver the highest quality financial planning service for each and every one of our clients. At every step we take pride in all aspects of our work. We enjoy the work we do, and our clients gain the benefits.
Seize The
Day
Each day we are devoted to making the most of every opportunity and never take anything for granted. We have a passion for our industry, our clients, and our company culture. We believe in what we are doing and our enthusiasm shines through in our attitudes and our work.
Life’s Too
Short
We maintain a positive working environment and consciously enjoy how we spend our time together as a team and with our clients. We have a positive and optimistic attitude which we endeavour to share with our clients.
Your Life, Your Money, Your Future
We understand that your life, your money, and your future are what matter most. Our advice is always impartial, and we build exceptional relationships to help you navigate your financial journey with confidence, ensuring you stay on track to achieve your goals.