Fort Financial Planning Ltd

Fort Financial Planning Ltd For over 20 years, we've provided lifestyle financial planning to professionals, entrepreneurs, and people looking at life beyond work.

We are specialist, independent financial planners who are highly qualified, good listeners and trustworthy. We take the time to understand your unique goals, clarify objectives, ensure plans are implemented and monitor the progress. By deliberate design Fort Financial Planning is, and will remain, a small company. It has been designed this way so that we have the time and expertise to provide our

clients with comprehensive ongoing advice to ensure that they stay on track. We aim to establish long term relationships with all clients to help them create a plan for them and their family’s future. FFP’s service allows clients to see, visually, where they are heading financially. Our objective is to provide clients with the information they need so that decisions can be made simply and without complexity. We look to provide our clients with peace of mind, confidence and reassurance and we always remember that it’s your life, your money and your future.

Meet Ralph - The newest member of the FFP team. Huge congratulations to Mark and Courtney. He's adorable!
15/08/2025

Meet Ralph - The newest member of the FFP team. Huge congratulations to Mark and Courtney. He's adorable!

New website coming soon. Its been great working with Coldharbour Creative on this project.
02/05/2025

New website coming soon. Its been great working with Coldharbour Creative on this project.

We hope you all have a great Easter. The office will be back open on Tuesday 22nd April.
17/04/2025

We hope you all have a great Easter. The office will be back open on Tuesday 22nd April.

The end of the tax year is fast approaching! Have you fully utilised your tax free allowances and exemptions? At Fort Fi...
28/03/2025

The end of the tax year is fast approaching! Have you fully utilised your tax free allowances and exemptions?

At Fort Financial Planning, we have The Tax Reduction StrategyTM which is an important part of our Financial Planning service. A pound of tax saved is, after all, an extra pound in your pocket.

Everybody needs a plan! Have a read of Mark's article in this months copy of Sherborne Times
07/03/2025

Everybody needs a plan! Have a read of Mark's article in this months copy of Sherborne Times

Financial Planning Week is fast approaching - contact us to book your free financial health check on 01935 813322
23/01/2025

Financial Planning Week is fast approaching - contact us to book your free financial health check on 01935 813322

As the UK Financial Planning Week 2025 is getting closer, we are encouraging UK public better understand their finances, and to begin incorporating financial planning as part of their New Year goals. Financial planning considers your finances and lifestyle, together with your life goals and dreams, to help you create a plan to reach them.

Explore guides, tips and tools online: https://financialplanning.cisi.org/cisiweb2/wayfinder/tips-and-tools?fpweek25=true

Live your today. Plan your tomorrow.

Time for your annual health check? What about your financial health check? At FFP we'll help you understand your money a...
17/01/2025

Time for your annual health check? What about your financial health check? At FFP we'll help you understand your money and plan your future. Call us for more information on 01935 813322

Spread the word - as part of the The CISI Financial Planning week, we are offering free financial health checks. Call us...
07/01/2025

Spread the word - as part of the The CISI Financial Planning week, we are offering free financial health checks. Call us on 01935 813322 for more information

07/01/2025

Did you know? Planning for life’s moments can be made easier with a financial planner.
Individuals in the UK who consult professional financial planners report greater financial confidence and satisfaction. This year, during Financial Planning Week, discover the positive impact financial planning can have on your life.

Don't miss out this year, head over to Wayfinder to find out more: https://financialplanning.cisi.org/cisiweb2/wayfinder/tips-and-tools?fpweek25=true

Live your today. Plan your tomorrow.

Address

Sherborne

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441935813322

Website

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