Fortitude Financial Planning Ltd - Towcester

Fortitude Financial Planning Ltd is a financial planning company located at Address: 4 Selby Barns, Duncote, Towcester NN12 8AL, United Kingdom. They can be contacted by phone at Phone: 1327354321 or through their website at Website: fortitudefp.co.uk.

This company specializes in providing financial planning services, with a focus on helping clients achieve their financial goals. They are equipped with a wheelchair accessible entrance, parking lot, and restroom, making their location accessible for all clients. Additionally, they have a restroom available for use.

Fortitude Financial Planning Ltd has received a total of 31 reviews on Google My Business with an average opinion: 5/5. This indicates a high level of satisfaction among their clients.

When considering a financial planning company, it's important to look for a few key characteristics. First, you want to find a company that has experience and a proven track record of success. Fortitude Financial Planning Ltd has been in business for a number of years and has helped many clients achieve their financial goals.

Another important factor is the level of personalized service the company provides. You want to find a company that will take the time to understand your unique financial situation and goals, and will work with you to develop a customized plan to help you achieve those goals. Fortitude Financial Planning Ltd prides itself on providing personalized service to each and every client.

Finally, you want to find a company that is easy to work with and that you feel comfortable with. Fortitude Financial Planning Ltd has a friendly and knowledgeable staff, and they are committed to making the financial planning process as smooth and stress-free as possible.

Reviews of Fortitude Financial Planning Ltd

Kester Blaize

5/5

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.

Rob Wainwright

5/5

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.

Yvonne Barnes

5/5

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.

ALAN ROUSE

5/5

My wife and I have been clients of Fortitude for 12 years now and during that time the service provided by both the Financial Planning team and the Administration staff has been exemplary.
All discussions and proposals are presented in such a clear and concise way that they can easily be understood.
Fortitude have produced our bespoke Lifetime Cashflow Model over a number of years now which is reviewed on a regular basis to take into account any lifestyle/financial changes etc.
I would not hesitate to recommend Fortitude to my friends/acquaintances that are looking for help with their financial affairs.

Hannah Gibbs

5/5

We have received fantastic service from Fortitude every step of the way. Our Financial Planner has been so helpful in helping us gain a greater understanding of our financial picture both now and for our future. We now feel much more confident and so glad we approached Fortitude for help when we did.

Mark Evans

5/5

We've have been clients of Fortitude for over 5 years and our experience has been first rate.
They have provided sound advice and managed our affairs in an exemplary fashion.
We can not recommend Richard and the team highly enough in these uncertain times.

Guy Hawking

5/5

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

Judith Edy

5/5

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.