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Fort Financial Planning Ltd. (FFP)
       
 
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Fort Financial Planning Ltd. (FFP)
 
 
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By deliberate design Fort Financial Planning is, and will remain, a small company.  It's a small team so that long-term relationships can be developed with a small number of clients. Because of the specialised nature of our advice, we do not anticipate ever having more than 150 clients.  Such a limit means that not only will all clients have the benefit of regular annual reviews but also sufficient time is available for all staff to keep themselves fully up-to-date with the many changes that take place every year.  Because FFP is up-to-date with changes, clients do not have to spend their valuable time on such matters.
Most financial advisers have too many clients - so many that they frequently are unable to provide ongoing advice and service to them all.
Andrew Fort has been an independent financial adviser for over 28 years - throughout that time he has worked for his own company.  Being independent in this sense has also meant that Andrew has been free of sales targets and free to recommend the correct product and actions for each individual client.  Unlike many large financial organisations there has been no "company line" to follow.
Andrew Fort is highly qualified.  As well as a degree in economics, he is also a certified financial planner.  This is an internationally recognised qualification.  He also holds the diploma of the personal finance society and expects to become a chartered financial planner in 2012.
There is virtually no staff turnover at FFP.  Mark Salter, Andrew’s very able paraplanner, has worked with Andrew for 10 years.  Mark is currently undertaking the challenging task of becoming a qualified financial planner himself.
FFP is, by deliberate design, fee-based and truly independent.  FFP only recommends the purchase of a product if it is appropriate, not because commission is payable.
Fees are agreed at outset and are very competitive.
Indeed, many financial advisers have too many clients because they rely upon the commission generated by new clients - hence they frequently have little time for reviews.
FFP has an investment policy backed up by evidence - most firms don't.
FFP are specialists - we don't deal with everyone.  People with money have special needs.  We understand this.
We always remember that it is your life, your money and your future.


 
 
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