Fortitude Financial Planning Ltd Financial Service in Towcester, Duncote

Reviews

1. Kester Blaize ★★★★★

   Richard and the team at Fortitude have helped to provide me with clarity of my financial situation. They produced a bespoke Lifetime Cashflow Model over a number of years whilst taking into account my life goals and ambitions. They have helped me to retire with confidence knowing that I have sufficient funds for the rest of my life. I have and will continue to recommend Richard and the team at Fortitude to friends and families that are looking for help with their financial affairs.

   almost 2 years ago
2. Rob Wainwright ★★★★★

   The team at Fortitude have been providing an excellent service to us for over 15 years. Richard delivers clear, jargon free advice and takes care to make sure we understand the reasons behind the decisions that are made. Most importantly, Richard makes a real effort to understand you, your circumstances and your life goals so that the financial plan is tailored to your needs and ambitions. The admin team are extremely efficient in processing all the necessary paperwork and keeping tabs on actions and follow up.

   almost 2 years ago
3. Yvonne Barnes ★★★★★

   I cannot recommend Fortitude enough. I've been a client for nearly 30 years. Over that time I've only ever received the highest quality and very personable service. The focus is about me, what I want to achieve and then ensuring the very best advice and guidance and follow through. I have absolute confidence in the whole team and the strategy that they have helped me to develop and implement. Whenever there is a change or potential change in circumstances for me or the markets, they are there to support and guide, with scenario planning to look at the impact that different choices would have. It enables me to make truly informed decisions about my life.

   almost 2 years ago

1. Pamela Roy-Jones ★★★★★

   Fortitude FP is a highly professional company which maintains a very down to earth personal touch. Information to hand is always up to date with the financial market. This is clear presented allowing the client to make good, informed decisions. All questions are answered in plain English. I would highly recommend Chris and his team to anyone starting out on the pension route or looking for a new advisor

   almost 3 years ago
2. J N ★★★★★

   Great team at Fortitude. Very helpful and knowledgable. Advised by them for over 20 years. Extremely happy with everything they have done.

   almost 3 years ago
3. Mike Spalding ★★★★★

   Sensible solid advice over the long term, combined with sensible long term growth targets that have been achieved. Provide confidence my savings are ‘safe’.

   almost 3 years ago

1. Judith Edy ★★★★★

   I have used Fortitude Financial Planning for several years now and am very satisfied with them. They have helped my husband and I to plan financially for our future taking into account our lifestyle aspirations and attitude to financial risk. The information they provide is clear and easy to understand so we have always felt fully involved in the planning and comfortable with the decisions we make. I would happily recommend them to other people.

   almost 4 years ago
2. Guy Hawking ★★★★★

   We have had sound advice from the Team at Fortitude for over fifteen years. Our family returned from an working overseas and needed advice to help understand the options for savings and personal pensions. Since then we have been helped with estate planning, wills and retirement planning. WE received a very warm and friendly welcome from the professionals at Fortitude We have an annual review with Richard our Advisor and it gives us a great sense of confidence to see our affairs in good order. We are now able to enjoy the fruits of their investment and planning advice. I would encourage anyone thinking of how to manage assets or how to prepare for the future to talk to these people

   almost 4 years ago
3. Anne Turner ★★★★★

   Fortitude Financial Planning have been our financial planning advisors since 2013. We have always found them to be friendly, professional and helpful. With my 65th Birthday approaching in 2016, Fortitude gave my wife and myself excellent advice on how we should proceed with a number of different pension schemes, both final salary and defined contribution. This has given us the flexibility to enjoy our retirement. We highly recommend Fortitude, and trust them implicitly to advise us on all financial planning matters. They are always available to advise on the most efficient way to finance significant events such as new property purchases and gifts to family members. Our annual review and lifetime cashflow analysis, with Fortitude, give us the confidence that we have sufficient funds to realise our retirement wishes, for the rest of our lives.

   almost 4 years ago

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