Fortis Financial Planning
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This exam accesses understanding of the financial services industry including regulation and legislation.
Fortis Financial Planning is headed by directors Graham Gibson and Steve Burgess and they are supported by Lisa Bateman (PA to directors) and Charlie Jeffrey (client relationship manager).
Our business is built on three key principles:
Service
Trust
Knowledge
We provide a professional and reliable advice service based on decades of experience in the financial services industry.
Put simply, we advise, guide and support you in defining and achieving your financial objectives.
We'll work with you to understand what it is you want to achieve, both in the short term and, perhaps more importantly, the longer term.
We'll also explore what drives these objectives - whether that's a particular goal for investment, or retirement, or a less specific plan that needs more definition.
Once we've understood what you want and why, we can work together to create an effective route to achieving this, in a way that suits your personal circumstances.
We like to think we're more than just top-notch financial planners; we're relationship builders too.
We're proud of the trusted relationships we've built over the years, and many of our clients now see us an indispensable partner when it comes to planning their financial future.
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Telephone
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Online (Live chat, video, email)
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Face to face
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