Your life, your money, your future

Meet the team

  • Portrait of a smiling man in a white shirt standing in front of a building

    Mark

    Managing Director and
    Financial Planner

  • A woman with shoulder-length curly brown hair, smiling, wearing a black jacket over a colourful floral dress, standing in front of a building.

    Emily

    Operations Director and
    Paraplanner

  • A man with short brown hair, wearing glasses and a white collared shirt, smiling and standing in front of a building.

    Mark

    Associate Planner

  • A woman with dark purple hair, wearing a black top with colourful floral patterns, standing in front of a building.

    Sam

    Client Services
    Manager

  • A young man with strawberry blonde hair wearing a light blue button-up shirt, standing in front of a building.

    Alfie

    Client Relationship
    Manager

  • A smiling woman with blonde hair tied in a bun, wearing a light blue floral top standing in front of a building.

    Lauren

    Client Relationship Manager

  • A woman with glasses and shoulder-length light brown hair, smiling, wearing a pink blazer and a black and white polka dot blouse with a bow, standing in front of a building.

    Philippa

    Client Services Coordinator

  • A woman with wavy brown hair, smiling and wearing a light blue floral blouse standing in front of a building.

    Zoe

    Client Services Coordinator

Your Life, Your Money, Your Future

At Fort Financial Planning, our core values drive everything we do. They reflect our commitment to you and influence our approach. We live by them every day to ensure your best interests are always our priority.

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