Your life, your money, your future

Meet the team

-
Mark
Managing Director and
Financial Planner -
Emily
Operations Director and
Paraplanner
-
Mark
Associate Planner
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Sam
Client Services
Manager -
Alfie
Client Relationship
Manager -
Lauren
Client Relationship Manager
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Philippa
Client Services Coordinator
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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.