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About Fortitude Financial Planning

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1) Fortitude Financial Planning is an independent fee-based financial planning firm with over 80 years of collective experience. 2) Their mission is to provide professional financial planning services to help clients achieve their lifestyle goals by properly managing their finances. 3) Financial planning involves meeting agreed upon objectives through gathering financial data, creating a plan, reviewing and implementing the plan over time with ongoing support.

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Getting you where you want to be
Fortitude Financial Planning Who are we? Independent Fee based practice Over 80 years of collective financial services experience Both our Planners are Certified Financial Planners CM (of only 541 practicing in the UK) Current Client Support Team Mark, Helen, Debi and Davina Members of the Institute of Financial Planning and comply with their Code of Ethics
Our Mission To provide a professional financial planning service to clients who value knowing how to get where they want to be in an environment which enables clients, employees and owners to achieve their lifestyle goals.
What is Financial Planning? The process of meeting agreed objectives through the proper management of your finances
Source: Cerulli Associates FPA Principal Member Survey November 2002 Financial data gathering Report prep Review & ongoing service Relationship management Product advice Implement & admin Data analysis Planning Meetings Where sales advisers spend their time A different experience
Source: Cerulli Associates FPA Principal Member Survey November 2002 Financial data gathering Report prep Review & ongoing service Relationship management Product advice Implement & admin Data analysis Planning Meetings Where advisers spend their time What clients value What do clients value?
YOU PLAN Devising strategic solutions that enable you to use your financial resources to achieve your lifestyle objectives Possible Solutions Possible barriers & risks REVIEW Ongoing service, support and education. Review and update the plan regularly IMPLEMENT Assisting you to implement the strategy and liaising with the product providers on your behalf COACH Helping you to identify, quantify and prioritise financial & lifestyle goals Your Lifestyle Goals What we do
Source: Cerulli Associates FPA Principal Member Survey November 2002 Financial data gathering Report prep Review & ongoing service Relationship management Product advice Implement & admin Data analysis Planning Meetings Doing what our clients value
Ongoing Service Regular Planning Meeting to include: Risk Management Cashflow & Goals Analysis Investment Policy Statement Investment Monitoring Access to the Team in person, by phone or e-mail
Fee Structure - Planning Preparation of Financial Plan Fixed Fee, including a commitment fee before we start work. Ongoing Planning Service A minimum of 贈100 per month
Fee Structure Implementation & Wealth Management Implementation of the Plan Fixed Fee dependent on the work required Wealth Management 0.75% pa of funds under advice
What we expect from you Respond in a timely manner Review key financial decisions with us Be open and transparent Let us know if you are not happy Discuss our services with like minded friends and family
Getting you where you want to be

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About Fortitude Financial Planning

  • 1. Getting you where you want to be
  • 2. Fortitude Financial Planning Who are we? Independent Fee based practice Over 80 years of collective financial services experience Both our Planners are Certified Financial Planners CM (of only 541 practicing in the UK) Current Client Support Team Mark, Helen, Debi and Davina Members of the Institute of Financial Planning and comply with their Code of Ethics
  • 3. Our Mission To provide a professional financial planning service to clients who value knowing how to get where they want to be in an environment which enables clients, employees and owners to achieve their lifestyle goals.
  • 4. What is Financial Planning? The process of meeting agreed objectives through the proper management of your finances
  • 5. Source: Cerulli Associates FPA Principal Member Survey November 2002 Financial data gathering Report prep Review & ongoing service Relationship management Product advice Implement & admin Data analysis Planning Meetings Where sales advisers spend their time A different experience
  • 6. Source: Cerulli Associates FPA Principal Member Survey November 2002 Financial data gathering Report prep Review & ongoing service Relationship management Product advice Implement & admin Data analysis Planning Meetings Where advisers spend their time What clients value What do clients value?
  • 7. YOU PLAN Devising strategic solutions that enable you to use your financial resources to achieve your lifestyle objectives Possible Solutions Possible barriers & risks REVIEW Ongoing service, support and education. Review and update the plan regularly IMPLEMENT Assisting you to implement the strategy and liaising with the product providers on your behalf COACH Helping you to identify, quantify and prioritise financial & lifestyle goals Your Lifestyle Goals What we do
  • 8. Source: Cerulli Associates FPA Principal Member Survey November 2002 Financial data gathering Report prep Review & ongoing service Relationship management Product advice Implement & admin Data analysis Planning Meetings Doing what our clients value
  • 9. Ongoing Service Regular Planning Meeting to include: Risk Management Cashflow & Goals Analysis Investment Policy Statement Investment Monitoring Access to the Team in person, by phone or e-mail
  • 10. Fee Structure - Planning Preparation of Financial Plan Fixed Fee, including a commitment fee before we start work. Ongoing Planning Service A minimum of 贈100 per month
  • 11. Fee Structure Implementation & Wealth Management Implementation of the Plan Fixed Fee dependent on the work required Wealth Management 0.75% pa of funds under advice
  • 12. What we expect from you Respond in a timely manner Review key financial decisions with us Be open and transparent Let us know if you are not happy Discuss our services with like minded friends and family
  • 13. Getting you where you want to be

Editor's Notes

  • #3: Neil 20 years Chris 25 years Mark 7 years Helen 11 years Debi 3 years Davina 18 years Source of CFP statistic: IFP website August 08
  • #4: Mission statement Work with a limited number of clients where we can add real value Looking for a long term relationship Treat our customers fairly
  • #5: The separation of planning and advice for your long term goals from the sale of products.
  • #6: The explanation of commission bias against servicing. Only solution is fees for the work required otherwise a conflict of interest.
  • #7: The explanation of commission bias against servicing. Only solution is fees for the work required otherwise a conflict of interest.
  • #8: We will help you to identify, quantify and prioritise your financial and lifestyle goals We will establish the foundation for your Financial Plan by preparing a lifetime cashflow forecast based on: Your lifestyle goals Your return expectations Your time horizon Your risk tolerance We will ensure that you know about the risks that may prevent you from achieving your goals and put measures in place to manage: Lifestyle risks Investment risks We will Implement agreed plans, mentor and project manage to completion We will invite you to regular Planning Meetings at least annually
  • #9: The explanation of commission bias against servicing. Only solution is fees for the work required otherwise a conflict of interest.