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Bio

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Credentials

  • Chartered Financial Planner
    Chartered Insurance Institute/Personal Finance Society
    Jun, 2013
    - Sep, 2024
  • Accredited Financial Planning Firm
    Institute of Financial Planning
    Oct, 2011
    - Sep, 2024
  • Certified Financial Planner
    Financial Planning Standards Board (Institute of Financial Planning)
    Oct, 2004
    - Sep, 2024

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Owner
      • Apr 2005 - Present

    • Founding Director
      • Oct 2004 - Present

    • Partner
      • Jul 1982 - Sep 2007

      Harry Fort Insurance Brokers was created in 1982 by Harry Fort, my father, my brother Christopher and myself. It became a very successful local business due to its ethos of "doing the right thing". In addition to being managing partner, I was also an independent financial adviser for 25 years. In 2005 I set up a specialist financial planning firm (Fort Financial Planning Ltd) providing advice to successful families. Harry Fort Insurance Brokers was created in 1982 by Harry Fort, my father, my brother Christopher and myself. It became a very successful local business due to its ethos of "doing the right thing". In addition to being managing partner, I was also an independent financial adviser for 25 years. In 2005 I set up a specialist financial planning firm (Fort Financial Planning Ltd) providing advice to successful families.

    • State Registered Nurse
      • Sep 1978 - Jun 1982

      Having left University with a degree in economics, I made the somewhat unusual choice of becoming a nurse. It proved to be a tremendous training, providing me with the skills to be able to deal with all types of people no matter what their background was. I left Manchester to relocate to Dorset to set up an insurance broking business with my father. Having left University with a degree in economics, I made the somewhat unusual choice of becoming a nurse. It proved to be a tremendous training, providing me with the skills to be able to deal with all types of people no matter what their background was. I left Manchester to relocate to Dorset to set up an insurance broking business with my father.

Education

  • The University of Manchester
    BA (Econ.) Hons, Economics and Social Studies
    1975 - 1978
  • Christ's Hospital
    1969 - 1975

Community

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