Perspective (Fortitude) - Towcester

Address: 4 Selby Barns, Duncote, Towcester NN12 8AL, United Kingdom.
Phone: 1327354321.
Website: pfgl.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, On-site parking.
Opinions: This company has 31 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Perspective (Fortitude)

Perspective (Fortitude) 4 Selby Barns, Duncote, Towcester NN12 8AL, United Kingdom

⏰ Open Hours of Perspective (Fortitude)

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

When searching for a seasoned financial planner, Perspective (Fortitude), located at Address: 4 Selby Barns, Duncote, Towcester NN12 8AL, United Kingdom, stands out as a beacon of expertise and reliability. With a phone number Phone: 1327354321 and an accessible website Website: pfgl.co.uk, they ensure their services are within easy reach for anyone seeking financial guidance.

Perspective (Fortitude) specializes in providing tailored financial planning services. Their specialties include creating comprehensive investment strategies, retirement planning, and wealth management tailored to individual client needs. This focus on personalized service ensures that each client receives a plan that aligns with their unique financial goals and circumstances.

For those considering reaching out, it's worth noting their commitment to accessibility and inclusivity. Their office is equipped with wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet, making it convenient for all visitors. Appointments are required to ensure personalized attention, and they offer on-site parking for added convenience.

Clients who have interacted with Perspective (Fortitude) leave glowing reviews, boasting an impressive average opinion: 5/5 based on 31 reviews on Google My Business. This speaks volumes about their commitment to excellence and client satisfaction.

If you're in Towcester or the surrounding areas looking for a financial planner who combines deep expertise with a client-first approach, Perspective (Fortitude) is certainly worth considering. Their other points of interest include their dedicated team ready to assist you at any time, emphasizing their commitment to helping you navigate the often complex world of finance.

👍 Reviews of Perspective (Fortitude)

Perspective (Fortitude) - Towcester
Yvonne B.
5/5

I cannot recommend Fortitude enough.
I've been a client for nearly 30 years. Over that time I've only ever received the highest quality and very personable service. The focus is about me, what I want to achieve and then ensuring the very best advice and guidance and follow through. I have absolute confidence in the whole team and the strategy that they have helped me to develop and implement. Whenever there is a change or potential change in circumstances for me or the markets, they are there to support and guide, with scenario planning to look at the impact that different choices would have. It enables me to make truly informed decisions about my life.

Perspective (Fortitude) - Towcester
Kester B.
5/5

Richard and the team at Fortitude have helped to provide me with clarity of my financial situation. They produced a bespoke Lifetime Cashflow Model over a number of years whilst taking into account my life goals and ambitions. They have helped me to retire with confidence knowing that I have sufficient funds for the rest of my life.
I have and will continue to recommend Richard and the team at Fortitude to friends and families that are looking for help with their financial affairs.

Perspective (Fortitude) - Towcester
ALAN R.
5/5

My wife and I have been clients of Fortitude for 12 years now and during that time the service provided by both the Financial Planning team and the Administration staff has been exemplary.
All discussions and proposals are presented in such a clear and concise way that they can easily be understood.
Fortitude have produced our bespoke Lifetime Cashflow Model over a number of years now which is reviewed on a regular basis to take into account any lifestyle/financial changes etc.
I would not hesitate to recommend Fortitude to my friends/acquaintances that are looking for help with their financial affairs.

Perspective (Fortitude) - Towcester
Rob W.
5/5

The team at Fortitude have been providing an excellent service to us for over 15 years.
Richard delivers clear, jargon free advice and takes care to make sure we understand the reasons behind the decisions that are made.
Most importantly, Richard makes a real effort to understand you, your circumstances and your life goals so that the financial plan is tailored to your needs and ambitions.
The admin team are extremely efficient in processing all the necessary paperwork and keeping tabs on actions and follow up.

Perspective (Fortitude) - Towcester
Guy H.
5/5

We have had sound advice from the Team at Fortitude for over fifteen years. Our family returned from an working overseas and needed advice to help understand the options for savings and personal pensions.
Since then we have been helped with estate planning, wills and retirement planning.
WE received a very warm and friendly welcome from the professionals at Fortitude
We have an annual review with Richard our Advisor and it gives us a great sense of confidence to see our affairs in good order.
We are now able to enjoy the fruits of their investment and planning advice.
I would encourage anyone thinking of how to manage assets or how to prepare for the future to talk to these people

Perspective (Fortitude) - Towcester
Keith B.
5/5

My wife and I approached Fortitude three and a half years ago following a recommendation from a work colleague.
After nearly 40 years service for a large Corporate employer we needed to get an idea of how much longer we needed to work for before we could comfortably retire. 3 years, 5 years, 7 years ?

Following their research into our Pensions we were astounded when we were told that we could indeed retire immediately if we so wished and also realise our ambitions. No hesitation, we did!

Richard and the team at Fortitude are excellent in what they do, treating you as a valued client, listening and understanding your requirements and your levels of understanding of the pension minefields. Explaining everything to you on your level.

We have no hesitation whatsoever in recommending Fortitude to anyone who is not just looking for financial advice, but looking for a team to support you in your journey into retirement.

We owe them so much 👏👏👏.
Living the dream.

Perspective (Fortitude) - Towcester
Rose L.
5/5

We have used Fortitude for several years on and off covering different aspects of our life’s timelines.

They have surpassed our expectations this time as we approach retirement.

They make you really think what you want to achieve in your retirement.
Giving us the confidence to make those decisions.

We all worry if we will have enough money to see us through .
Fortitude will be honest.

Friendly approachable team that make you feel at ease.
No pressure what so ever.
None of us want to live with regrets. Could we have retired sooner.
We totally trust Fortitude.
Yes obviously you pay for their services.
But everything in life has to be paid for.

Perspective (Fortitude) - Towcester
Hannah G.
5/5

We have received fantastic service from Fortitude every step of the way. Our Financial Planner has been so helpful in helping us gain a greater understanding of our financial picture both now and for our future. We now feel much more confident and so glad we approached Fortitude for help when we did.

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