Fort Financial Planning

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.

Andrew Fort B.A. (Econ.) MIFP Dip APFS CFP

Andrew has been practising as an Independent Financial Adviser for over 30 years. He was educated at Sherborne’s Abbey and Fosters School, Christ’s Hospital and Manchester University, before successfully training as a State Registered Nurse.

In 1982 he was co-founder, with his father, of Harry Fort Insurance Brokers. In 2005 Andrew set up Fort Financial Planning which he runs from a purpose-built office in the grounds of his home. In October 2007 Andrew decided to concentrate solely on Fort Financial Planning.

In addition to an honours degree in Economics, Andrew is also a member of the Society of Financial Advisers, having passed his advanced Financial Planning Certificate.  According to the Chartered Insurance Institute, only 6% of qualified financial advisers hold this level of qualification.

Andrew is one of a very small band of Independent Financial Advisers to hold both the internationally recognised Certified Financial Planner (CFPcm) and Chartered Financial Planner qualifications.