Andrew Fort BA (Econ.) CFP
Owner at Fort Financial Planning Ltd- Claim this Profile
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Bio
Credentials
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Chartered Financial Planner
Chartered Insurance Institute/Personal Finance SocietyJun, 2013- Sep, 2024 -
Accredited Financial Planning Firm
Institute of Financial PlanningOct, 2011- Sep, 2024 -
Certified Financial Planner
Financial Planning Standards Board (Institute of Financial Planning)Oct, 2004- Sep, 2024
Experience
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Fort Financial Planning Ltd
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United Kingdom
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Financial Services
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1 - 100 Employee
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Owner
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Apr 2005 - Present
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Founding Director
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Oct 2004 - Present
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Harry Fort Insurance Brokers
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Insurance
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Partner
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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.
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State Registered Nurse
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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.
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Education
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The University of Manchester
BA (Econ.) Hons, Economics and Social Studies -
Christ's Hospital