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                                      ABOUT US


 

Fort Wealth Management Limited (FWM) is part of the Fort Group, established for over 35 years, providing Trust and Corporate Administration Services to client’s and companies worldwide.

FWM concentrates on Investment and Financial Planning, seeking to provide solutions to our clients varied and changing needs.

Whether you are taking your first steps in the investment world, or seeking guidance on an established portfolio……….

If you are considering providing for your retirement or looking to maximize you pension benefits………..

Thinking of safeguarding your family or business in case the worst happens………

Planning to protect your finances should sever ill-health hit you……..

Looking for advice on your existing finances or clarity with all the confusion…

Or require bespoke, structured, tailor-made answers to unusual or complicated circumstances………..

…..FWM is dedicated to provide the solutions you need.

Many people are totally unaware of the short-falls in their investment and financial planning life. Occasionally, something alerts them to take action, often important matters are left unresolved.

Once you decide to take action, the possibilities are virtually endless. Dozens if not hundreds of companies offering thousands of products.

So…… if you need advice, guidance and support relating to investments, savings, pensions, life assurance……… where would you go?

To a professional Investment & Financial Planning Adviser.

FWM are exactly that. Plus, we are independent too. By being independent, this means we are not tied to offering products or services of just one (or even a few) companies.

We can research a large number of providers on your behalf, to find the most appropriate product to suit your needs and circumstances.

We are licensed by the Guernsey Financial Services Commission, we are qualified, experienced and Members of professional associations & industry bodies.

Using technology, systems, software, and always a personal approach – we strive to assist you with your investment and financial planning.

 

© 2008 Fort Wealth Management Limited. All rights reserved.