Financial Planning, Funding and Insurance Services

Forte Planning

Tailored Financial Planning, Funding and Insurance Services

Forte Planning offers a range of financial, funding, mortgage and insurance solutions for businesses, their owners and families.

Services are tailored to specific requirements and are delivered by an experienced and trusted team who provide clear and concise advice.

Financial Planning – personalised financial planning including investments, cash flow modelling, later-life and retirement.

Funding – access to a wide range of commercial finance, whether short term bridging, or investment for growth.

Mortgages – personal and commercial mortgages, from first-time buyers and self employed individuals to developers.

Insurance – solutions to safeguard what matters. For both business and individuals we can source a range of insurance solutions.

Whether objectives are short or long term, Forte Planning can provide a suitable solution.

Why Use Forte Planning

Experienced and trusted commercially focused team with considerable expertise.
Tailored products and services to help achieve your personal and business goals.
Access to a network of providers built up over many years.
Clear explanations without unnecessary jargon.
Direct access to a dedicated advisor who aims to develop a trusted and lasting relationship.
A focus on taking the stress out of managing your affairs.

Who We Assist

Individuals and Families
Entrepreneurs
Business Owners / Directors
Companies

What You Can Expect from Forte

Bespoke and flexible solutions to meet changing needs.
Your options explained clearly to help you make informed decisions.
A personal approach and direct access to your advisor whenever you need.
Results driven solutions to help you achieve your goals.
Access to online tools and resources so you have an overview of your affairs on demand.
Regular catch ups with your dedicated advisor.

We Listen

Whenever you engage with Forte we will guarantee that we take time to discuss and fully understand what you want to achieve.

We will always strive to explain things clearly to allow you to make informed decisions.

Commitment to Service

Our experienced and dedicated team of advisors will provide high quality bespoke solutions delivered with a commitment to client service.

Our Background

We understand that planning for the future of your family or business is paramount, which is why we have worked tirelessly to develop a range of solutions to ensure you and your interests are taken care of.

Forte is part of the Frenkel Topping Group plc, which for over 30 years has supported individuals and their families with long-term financial decisions.

“Our focus is on long term financial growth and protection, and we take enormous pride in helping you reach your financial goals.”

“Financial planning has always been something we wanted to do, but were unsure where to start. A colleague recommended Forte and from the initial meeting, we knew they could help us reach our goals.”

“Our staff are so important to our business and so we wanted to look at packages to increase their benefits. Forte were able to deliver exactly what we wanted. We recommend them whenever we can.”

“Being self employed made it harder for us to get a suitable mortgage deal, but the team at Forte delivered and we’re now over the moon to have purchased our dream house.”

Thinking about planning for the future?

Contact Us Today

We offer a free consultation to discuss any requirement. Contact our experienced and approachable team today