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Fort Financial Planning Ltd
  • Home/
  • About Us/
    • About Fort Financial Planning
    • Meet The Team
    • Every interaction matters
    • Seven Step Process
  • About You/
    • Truth about Money® How much is enough?
    • Why Do I Need A Financial Planner
    • Client Profiles
  • Articles and News /
  • Contact Us/
  • Careers/
  • Client Portal/
Alfie 100624.JPG
Fort Financial Planning Ltd

Your Life, Your Money, Your Future

Alfie

Fort Financial Planning Ltd
  • Home/
  • About Us/
    • About Fort Financial Planning
    • Meet The Team
    • Every interaction matters
    • Seven Step Process
  • About You/
    • Truth about Money® How much is enough?
    • Why Do I Need A Financial Planner
    • Client Profiles
  • Articles and News /
  • Contact Us/
  • Careers/
  • Client Portal/

Client Relationship Manager

Alfie joined the FFP team in November 2023. Having previously worked as a postman, he decided he wanted to pursue a career in Financial Planning.

He had independently studied and passed two of the exams required for the CII Diploma in Regulated Financial Planning before joining us and continues his studies towards this qualification. Alfie is currently working with the admin team learning all of our processes and assisting the paraplanners.

In his spare time, Alfie enjoys running, cycling and plays football for Milborne Port.

He also likes to travel and is hoping to take part in the three peaks challenge in the near future as well as see more of Europe.

 

 

 

  • Home/
  • About Us/
    • About Fort Financial Planning
    • Meet The Team
    • Every interaction matters
    • Seven Step Process
  • About You/
    • Truth about Money® How much is enough?
    • Why Do I Need A Financial Planner
    • Client Profiles
  • Articles and News /
  • Contact Us/
  • Careers/
  • Client Portal/

Fort Financial Planning Ltd

No investment decision should be taken based on the content of this site. Always take full individual advice first. Regulations and legislation governing taxation, investments and pensions may change in the future. Fort Financial Planning is authorised and Regulated by the Financial Conduct Authority | Registered in England & Wales No: 05262921
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