Fort Financial Planning Ltd

Independent Financial Adviser  Bradford House, Sherborne, Dorset, DT9 6BP
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FCA authorised
Last authorised 26th July 2021
Our Primary focus at FFP is to help you build, manage and protect your wealth.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MR Mark Salter
Senior Paraplanner & Financial Planner
MR Andrew Fort
Director
About us

We are specialist, independent financial planners who are highly qualified, good listeners and trustworthy. We take the time to understand your unique goals, clarify objectives, ensure plans are implemented and monitor the progress.

We aim to establish long term relationships with all clients to help them create a plan for them and their family’s future.

Financial planning is a dynamic process. Your financial goals may change over the years due to changes in your lifestyle or circumstances, such as an inheritance, marriage, birth, house purchase or change of job status. All our clients have a minimum of one annual review meeting each year and know they can contact us at anytime throughout the year.

FFP’s service allows clients to see, visually, where they are heading financially. Our objective is to provide clients with the information they need so that decisions can be made simply and without complexity. We look to provide our clients with peace of mind, confidence and reassurance and we always remember that it’s your life, your money and your future.

Our services

At Fort Financial Planning we enable you to see visually what your financial future might look like and help you make decisions about the future. We can help you answer the real questions about money like ‘How much longer do I need to work full time for?’ , ‘How much more can I spend in retirement without running out?’ and 'How much can I help my family now and in the future?'

Our Comprehensive Financial Planning service will provide significant value for people with combined savings and pension funds in excess of £250,000.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face

Bradford House, Bradford Road, Sherborne, Dorset, DT9 6BP

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