Fortitude Financial Planning Limited

Independent Financial Adviser 4 Selby Barns, Duncote, Towcester, Northants, NN12 8AL
FCA verified
24th September 2018
We help people approaching or in retirement, personal injury Deputyship cases, widows/widowers and those in a life transition.
We can advise you on
    • Investing for income
    • ISAs
    • OEICs
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Chris Bowmer CFP
Director & Chartered Financial Planner
adviser-person
Neil Bailey CFP
Director & Chartered Financial Planner
adviser-person
Richard Peters
Financial Planner
Where to find us

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

About us

Our values are fairness, fortitude, caring and constant improvement.

Established in 2002, we are an award winning firm having been named New Model Adviser of the Year 2014 and 2015 for the Midlands Region. New Model Adviser magazine has also named Fortitude in their Top 100 firms nationally, which “celebrates the best of the professional financial planning community".

We provide comprehensive Financial Planning advice that allows our clients to do more of what they love. Chris and Neil, our advising Directors, have been leaders within the Financial Planning profession for years, mentoring younger professionals as they progress and working actively with the leading professional bodies.

Our services

We help you deal with your important financial issues; namely, how much is enough to feel financially secure and able to live on your existing financial resources with confidence. We keep things simple and remove the hassle from managing your financial affairs so you can enjoy your life. Our Planners are award winning, highly qualified and experienced. Clients who have planned with Fortitude tell us the same thing; they feel more in control and have greater peace of mind. We believe it pays to have a Financial Plan; instead of waiting for tomorrow, you can do what you want today.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

Fortitude Financial Planning Ltd is an Independent Financial Adviser and is authorised and regulated by the Financial Conduct Authority.

Financial planning itself is not regulated by the FCA but our advice and recommendations are.

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The Philosophy of our firm is one of partnership with the client. "Our success results from your success"