Perspective (Fortitude) - Towcester

Kester B.

Richard and the team at Fortitude have helped to provide me with clarity of my financial situation. They produced a bespoke Lifetime Cashflow Model over a number of years whilst taking into account my life goals and ambitions. They have helped me to retire with confidence knowing that I have sufficient funds for the rest of my life.
I have and will continue to recommend Richard and the team at Fortitude to friends and families that are looking for help with their financial affairs.

Rob W.

The team at Fortitude have been providing an excellent service to us for over 15 years.
Richard delivers clear, jargon free advice and takes care to make sure we understand the reasons behind the decisions that are made.
Most importantly, Richard makes a real effort to understand you, your circumstances and your life goals so that the financial plan is tailored to your needs and ambitions.
The admin team are extremely efficient in processing all the necessary paperwork and keeping tabs on actions and follow up.

Guy H.

We have had sound advice from the Team at Fortitude for over fifteen years. Our family returned from an working overseas and needed advice to help understand the options for savings and personal pensions.
Since then we have been helped with estate planning, wills and retirement planning.
WE received a very warm and friendly welcome from the professionals at Fortitude
We have an annual review with Richard our Advisor and it gives us a great sense of confidence to see our affairs in good order.
We are now able to enjoy the fruits of their investment and planning advice.
I would encourage anyone thinking of how to manage assets or how to prepare for the future to talk to these people

Yvonne B.

I cannot recommend Fortitude enough.
I've been a client for nearly 30 years. Over that time I've only ever received the highest quality and very personable service. The focus is about me, what I want to achieve and then ensuring the very best advice and guidance and follow through. I have absolute confidence in the whole team and the strategy that they have helped me to develop and implement. Whenever there is a change or potential change in circumstances for me or the markets, they are there to support and guide, with scenario planning to look at the impact that different choices would have. It enables me to make truly informed decisions about my life.

ALAN R.

My wife and I have been clients of Fortitude for 12 years now and during that time the service provided by both the Financial Planning team and the Administration staff has been exemplary.
All discussions and proposals are presented in such a clear and concise way that they can easily be understood.
Fortitude have produced our bespoke Lifetime Cashflow Model over a number of years now which is reviewed on a regular basis to take into account any lifestyle/financial changes etc.
I would not hesitate to recommend Fortitude to my friends/acquaintances that are looking for help with their financial affairs.

Keith B.

My wife and I approached Fortitude three and a half years ago following a recommendation from a work colleague.
After nearly 40 years service for a large Corporate employer we needed to get an idea of how much longer we needed to work for before we could comfortably retire. 3 years, 5 years, 7 years ?

Following their research into our Pensions we were astounded when we were told that we could indeed retire immediately if we so wished and also realise our ambitions. No hesitation, we did!

Richard and the team at Fortitude are excellent in what they do, treating you as a valued client, listening and understanding your requirements and your levels of understanding of the pension minefields. Explaining everything to you on your level.

We have no hesitation whatsoever in recommending Fortitude to anyone who is not just looking for financial advice, but looking for a team to support you in your journey into retirement.

We owe them so much 👏👏👏.
Living the dream.

Hannah G.

We have received fantastic service from Fortitude every step of the way. Our Financial Planner has been so helpful in helping us gain a greater understanding of our financial picture both now and for our future. We now feel much more confident and so glad we approached Fortitude for help when we did.

Max W.

Very happy with the service/advice provided. We are planning to retire at the end of the year and wanted confirmation that we had sufficient funds and advice on the best way to ensure we will have a comfortable retirement. Sam at Fortitude spent the time to understand our situation and provided the comprehensive advice we required. I have no problems recommending this company.