Established in 2002, the team at Fortitude Financial Planning has been helping our clients to lead the lives they really want, with confidence and clarity about the future, and peace of mind about how their wealth is managed.

We didn’t choose our name on a whim – fortitude really matters. Financial planning is a long-term undertaking, with ups and downs along the way. Through it all we need to have the courage of our own convictions, to help you to stick to yours.

In October 2024, we took the decision to become part of Perspective Financial Group Ltd, enabling us to become part of a larger organisation with even greater resources, and one that fully shares our ethos, ethics and client focused approach.

Our Financial Planning Services

We pride ourselves on providing expert financial planning and wealth management for individuals, companies and trustees. Whether you need advice on managing your money, retirement planning, or the financial impact of divorce, our financial planners are here to help. See our full list of financial planning services.

Why Choose Us?

We offer a whole-of-market approach, which we have always believed to be a key component in providing high quality financial advice. Whether you need to review your investment planning, prepare or manage your retirement provisions, look at Inheritance Tax and later life planning, review your protection arrangements, our highly qualified financial planners are able to assist you in achieving your financial goals.

The Financial Conduct Authority does not regulate Taxation and Trusts.