Chris Bowmer
Chartered Financial Planner & Director at Fortitude Financial Planning Ltd- Claim this Profile
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Bio
LinkedIn User
We remain impressed by the manner with which Chris conducts business: he listens carefully, and acts on what he hears; he responds to enquiries promptly, and in detail; and follows up reliably. The small office team are unfailingly welcoming and efficient. These features matter because they indicate that Chris meets our wish to work with a financial adviser driven by ethical behaviours - doing the right things for the right reasons.
LinkedIn User
We remain impressed by the manner with which Chris conducts business: he listens carefully, and acts on what he hears; he responds to enquiries promptly, and in detail; and follows up reliably. The small office team are unfailingly welcoming and efficient. These features matter because they indicate that Chris meets our wish to work with a financial adviser driven by ethical behaviours - doing the right things for the right reasons.
LinkedIn User
We remain impressed by the manner with which Chris conducts business: he listens carefully, and acts on what he hears; he responds to enquiries promptly, and in detail; and follows up reliably. The small office team are unfailingly welcoming and efficient. These features matter because they indicate that Chris meets our wish to work with a financial adviser driven by ethical behaviours - doing the right things for the right reasons.
LinkedIn User
We remain impressed by the manner with which Chris conducts business: he listens carefully, and acts on what he hears; he responds to enquiries promptly, and in detail; and follows up reliably. The small office team are unfailingly welcoming and efficient. These features matter because they indicate that Chris meets our wish to work with a financial adviser driven by ethical behaviours - doing the right things for the right reasons.
Credentials
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Chartered Wealth Manager
The Chartered Institute for Securities & Investment (The CISI)Feb, 2016- Sep, 2024 -
Certified Financial Planner (CFP)
The Chartered Institute for Securities & Investment (The CISI)May, 2006- Sep, 2024 -
Chartered Financial Planner
Chartered Insurance InstituteJan, 2004- Sep, 2024
Experience
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Fortitude 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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Chartered Financial Planner & Director
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Aug 2002 - Present
We help you deal with your important financial issues; namely, how much is enough to feel financially secure and able to live on your existing financial resources with confidence. We keep things simple and remove the hassle from managing your financial affairs so you can enjoy your life. Our Planners are award winning, highly qualified and experienced. Clients who have planned with Fortitude tell us the same thing; they feel more in control and have greater peace of mind. We believe it pays to have a Financial Plan; instead of waiting for tomorrow, you can do what you want today. Our values are fairness, fortitude, caring and constant improvement. Established in 2002, we are an award winning firm having been named New Model Adviser of the Year 2014, 2015, 2018 and 2019 for the Midlands Region. New Model Adviser magazine has also regularly named Fortitude in their Top 100 firms nationally, which “celebrates the best of the professional financial planning community". More locally we were named South Northants Business of the year 2019 and Northamptonshire Professional Services firm of the year 2019. We provide comprehensive Financial Planning advice that allows our clients to do more of what they love. Show less
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Mazars
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France
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Accounting
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700 & Above Employee
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Financial Advisor
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Sep 2001 - Aug 2002
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Financial Advisor
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Jan 1994 - Sep 2001
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Self Employed
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Real Estate
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1 - 100 Employee
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Mortgage Advisor
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Aug 1990 - Dec 1993
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Education
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1980 - 1983
Lancaster University
BA Hons, Economics and Geography -
1975 - 1980
Redborne Upper School
Community
