Fortem Financial Management Ltd - Financial Adviser - Basingstoke

Alex G.

We used Fortem for some advice regarding our mortgage. Kevin was amazing, finding us the best deal we could get whilst making everything simple. He was also always available to talk on the (many) queries we had! Very responsive. Overall fantastic experience and would definitely use Fortem again.

Philippa B.

Fortem have been supporting and providing Aldworth School with Financial Education; they have delivered assemblies and Q & A sessions with our students which have been enlightening and motivating with regards to saving! It has been great to hear students talk about their finances and ask brilliant questions about the differences between debit & credit, savings, mortgages and pensions! The sessions also covered financial security with regards to debt, and also how to keep our money safe. They even made tax sound interesting! - Going through a payslip and the taxes they will pay is so important. Kevin delivered the sessions in a friendly and easy to understand manner, making students feel at ease with asking their questions. The booking process was easy and straight forward, with clear communication and great supportive resources/PowerPoint that we are also going to send out to keep our parents informed too. I would highly recommend Fortem financial education sessions!

Adrianna K.

Fortem have helped me with financial education through my company and also helped me with my personal finances. They kept things simple and easy to understand and would be pleased to recommend them to anyone. Kevin always explained things to me in terms that were easily understood and always responded to my emails promptly.

Cheryl C.

‘I am thrilled to share my experience as a client of Frederick Gayle of Fortem Financial Management, who provided me with exceptional pension and protection advice. From the beginning, Frederick displayed high professionalism and expertise, guiding me through the complexities of pension planning and protection options with utmost clarity.

Frederick took the time to understand my unique financial goals and concerns, ensuring that the advice was tailored to my needs. His in-depth industry knowledge and current market trends gave me confidence in the recommended strategies.
What impressed me the most was how Frederick patiently explained various pension plans and protection products, ensuring I fully understood the advantages and potential risks involved. His ability to communicate complex financial concepts and be approachable made the entire process seamless and stress-free.
I feel well-prepared and secure about my retirement plan and financial protection, thanks to Frederick. His commitment to delivering top-notch service and genuine care for his client's well-being sets him apart in the industry.
I wholeheartedly recommend Frederick Gayle to anyone seeking pension and protection advice. I am delighted and grateful for the outstanding service provided by him.

Jussi K.

Kevin & Fortem have been looking after my finances for a long time and I have always been happy working with Kevin & the team. They are always on the top of things, explain in simple language that is understandable, and I would be happy to recommend them.

Lisa L.

Fortem have recently provided financial education to some of our staff and students. The sessions were interesting and engaging and we found them really beneficial. We hope we can arrange further talks for some of our other learners and would highly recommend to anyone looking to learn more about money - thanks so much.

Adriaan L.

Kevin, at FTM, came highly recommended to us by a colleague and we could not be more grateful to them for pointing us in his direction. As first time buyers, we really didn’t have a clue and he has been with us every step of the way, securing us a mortgage, arranging our life insurance and answering all our (many) questions. He’s extremely responsive, friendly but professional and never makes us feel like any question is too silly. We would highly recommend him.

Charlotte M.

Kevin & Fortem have helped us out with our finances and has helped to make the mortgage process simple and understandable for our new home. I would highly recommend Kevin!