Fortitude Financial Planning Limited

Independent Financial Adviser  4 Selby Barns, Towcester, NN12 8AL
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FCA authorised
Last authorised 8th August 2022
Award winning Chartered Financial Planners helping people reach their financial goals since 2002.
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 & 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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OEICs
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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
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Long term care
Meet our advisers
MR Richard Peters CFP
Director & Chartered Financial Planner
MR Sam Colby Butcher
Financial Planner
MR Chris Bowmer CFP
Director & Chartered Financial Planner
About us

Established in 2002, we have years of experience, a talented team of committed professionals and top industry accreditations. We are Chartered Financial Planners and you can be assured that we meet the gold standard of our profession.

We’ve won many awards for being an exceptional business in the Northamptonshire and Midlands area – and feature regularly in New Model Adviser magazine’s Top 100 financial planning firms in the UK.

Our services

We help our clients to lead the lives they really want – and retire with confidence – through dependable, forward-thinking financial planning. We’re here to keep things simple and remove the hassle from managing your financial affairs so you can do more of what you love, now and in the years ahead.

We didn’t choose our name on a whim – fortitude really matters. Our core values are trust, fairness and ¬constant improvement, or ‘Kaizen’. That means we’ll have honest conversations with you about your money so you can have clarity about the future and peace of mind about how your wealth is managed. And as independent advisers, we’re free to assess the full range of products and providers available to tailor the right approach for you.

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Advice methods
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    Face to face

4 Selby Barns, Duncote, Northants, Towcester, NN12 8AL

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