Fort Financial Planning Ltd

As part of the @CISI Financial planning week, we are offering free financial health checks. call us on 01935 813322 for more information. #financialplanningweek

We are proud to support the CISI with Financial Planning week.

Make it a New Year's resolution to become financially organised and in control. Use our FREE #CashFlow app to see how saving more or spending less affects your lifetime chart #FinancialPlanning #CostOfLivingCrisis #AdviceGap #Debt #Goals #HappyNewYear2025

Happy New Year! We look forward to continuing to help our clients plan their financial futures and enjoy life! #financialplanning #goals

Merry Christmas from us all at FFP

Happy Christmas Jumper Day 2024!

With only 20 days to go until Christmas make sure your holiday season is both merry and financially sound. Have a read of our latest article for some useful hints and tips for the festive season. ffp.org.uk/articles-and-n…

Financial Planning Week 2025 takes place from 27 January to 2 February. We are proud to lead this initiative, highlighting the many benefits of financial planning and more. Read the full press release: cisi.org/cisiweb2/cisi-… #FPWUK #FinancialLiteracy #FinancialPlanning

#Young Professionals and #Business Owners Do you feel you are spending so much time working that you don’t have the time or expertise to work on your own finances? FFP's comprehensive planning service could ensure that your family’s future can be organised and well looked after!

We pride ourselves on the service we provide for our clients, helping them make life changing decisions, gain financial confidence and enjoy their lives to the full. Don't just take our word - Read what one of our clients has to say about us .................. invaluable feedback

Planning for retirement is one of the most important financial journeys you'll embark on. Read FFP's article in this month's edition of the @sherbornetimes

In our 20th year of business - we feel this is a timely opportunity to celebrate our outstanding customer service, which our clients tell us about regularly. Click here to nominate us for a customer service award: form.jotform.com/241991430838362 #sherbornebusinessawards #sherborne

Mark attended the @CISI Financial Planning conference earlier this week in Manchester. The conference provided him with time to step back from the everyday and reconnect with fellow financial planners to learn, share and debate all things financial planning.

Check out our article in this month's edition of @sherbornetimes

More great feedback from a new client. Happy Friday!

Taking control of your hashtag#financial future is empowering. By actively managing your money, you can set clear goals, like saving more, spending wisely, and planning for retirement. Find out more here …nancialplanning.truthaboutmoney.co.uk

This week we celebrated Sam's 10 year work anniversary with FFP. Her contributions have been invaluable within the team - A decade of unwavering commitment! We thank her for her loyalty and hard work #workanniversary

Consistent small gains lead to remarkable results! #Financialplanning #marginalgains

FFP enjoyed a lovely night out last week! Its always nice to spend time socially with each other away from the office. #teamgoals

Holidays are important for many reasons. They can help improve our physical and mental health, strengthen bonds with family and friends, and help us catch up on sleep. Holidays can also help us consolidate and process memories and make happy ones. But ffp.org.uk/articleandnews…