When you’re busy running your own business, it can be hard to find the time to focus on planning financially for the future. We’re here to take some of the pressure off and help you get the most from your finances.
Financial support for you and your business
We work with business owners to help them maximise their financial opportunities, both within the business and outside of it. Our approach involves aligning your business and personal finances, so you know that you’re always working towards your goals – no matter which hat you’re wearing.
Our advice covers specialist pension planning to help you get the most from any company tax breaks available to you. We can also support with business protection requirements to ensure you and your business will be covered in light of any unforeseen events. Whatever size your business is and however far along in the journey you are, we can help make your finances simple.
How we help
We’ll help you understand how to make the most of your pension contributions as well as keeping you on the correct side of any regulation requirements.
We’ll put in place strategies to help maximise tax efficiency and ensure your business is making the most of any relief opportunities.
We can review and arrange shareholder and keyperson insurance to ensure your business is protected in the face of unexpected events.
We are experienced in advising corporate clients and we can help you deliver impressive employee benefit packages your staff will love.
What our clients say
Francis has provided me with holistic advice on how to manage my finances and financial security. His experience and guidance have created solid financial footings for catering for my family and retirement. I have been incredibly pleased with the outcome to date. He has the ability to give an independent view and guidance on options that builds trust and integrity in his service.
I found Francis and the services of Fortitude Financial Planning to be incredibly helpful with dealing with my financial situation. I especially appreciated the personal touch and his patience and understanding. He was very friendly and hands-on and always willing to accommodate me and explain clearly what my options are at a level that made sense to me. I would recommend his services to anyone looking to better understand their finances and options available to them.
Prior to Fortitude, I felt the service being provided was remote and impersonal. My main concern was wealth management and the most cost-efficient pension planning, particularly ARFs. In both these areas, Francis McTaggart provided valuable advice and managed the implementation of a coordinated plan.
Reliability and the generation of confidence are two key components in the relationship between a client and a financial advisor. Fortitude excels in both of these areas. With Fortitude their easy on contact and provide a realisation that you are going to be provided with the best available options when required. It would be difficult to better Fortitude as a personal wealth and pensions advisor.
Francis McTaggart has supplied me with excellent impartial advice. He has steered my portfolio professionally and without any issues and I have been more than satisfied. His attention to detail and application of decisions I have taken following in-depth discussions with him has proved worthwhile and very satisfactory. I would have no hesitation in recommending his services.
Highly recommend Fortitude. Excellent service and speaks in a way helps you understand and not confuse you. Finances can be scary and I found this service has knocked that on the head. No judgment only help.
Would highly recommend fortitude financial planning. Straightforward, plain English and looks after you. No judgement. Excellent service.
Francis at Fortitude Financial Planning provided sound and comprehensive financial advice. Francis is very professional and knowledgeable in the area of finance and communicates regularly with his clients . I would recommend Francis to anyone in need of financial planning.
Fortitude Financial Planning has provided us with a very personal service with well thought out advice. All financial advice and proposals were explained very clearly to us and we felt that our very best interests were being served. All communication is very efficient and clear and at no time did we feel rushed into making a decision. We would highly recommend Fortitude Financial Planning to anyone seeking genuine, professional and one-to-one review and advice of their finances, pensions etc.
Fortitude went way beyond expectations. Their personal service is 2nd to none. Everything was cleanly explained in layman's language which was refreshing compared to previous experience. I have no hesitation recommending them.
My experience with this Company has been very positive.
Weekly information bulletins on market trends and a very informative blog as well. Great advice and direction on Investment. and constant updates.
Available for a phone call anytime if required very professional and helpful. I would recommend this Company for Investment and Pensions.
Francis provides that all important combination of solid advice and personal service while keeping everything as simple as possible. He is one of the " good guys".
I would highly recommend Fortitude Financial Planning.
Francis is a true professional, he is extremely knowledgeable in his field and his level of communication and support throughout the whole process is second to none. As this was my first experience with a financial planner I found Francis to be extremely helpful in identifying my needs and opportunities and executing a simple and easy to follow plan of action.
Francis was extremely responsive and attentive at all times and really helped make the process as simple as possible. I would have no hesitation in recommending him to anyone.
I’ve worked with Francis for a number of years and can attest to his professionalism, integrity and responsiveness to our financial needs.
His communication style is excellent and extremely clear and he gives a balanced and well thought through suite of advice.
Very happy with all that Francis has done for me over the years and fully endorse and recommend him to any prospective client.
I can highly recommend Francis McTaggart in Fortitude Financial Planning. I have had several experiences with financial planners before Francis and they were more or less the same. That is, they are happy to take your money and provide little or no service in return.
Francis has been a breath of fresh air for me. He is very straightforward and honest. Nothing is too much trouble. He is very knowledgeable and if there something that he isn’t sure of he will research it and get an answer. He is interested in your particular situation and finds solutions best suited to your needs.
It is a minefield out there trying to find the right company/person in financial planning. Francis has recommended changes as my situation has changed and in my opinion this is a crucial part of financial planning.
When we were in our mid to late 50s we first started to use the financial services of Francis McTaggart. We were looking for someone who could give us non biased pension and financial advice as we were planning to retire early and we needed professional direction as we do not come from a financial background.
We have always found that Francis explained things in layman's terms, and he has always respected our cautious attitude to investments. Whilst we have always found Francis to be the epitome of professionalism, he is always extremely easy and friendly to talk to, and he is always very quick about coming back to us if we contact him with a query. We would without any hesitation highly recommend his services of Fortitude Financial Planning for very sound, personal, expert financial advice and guidance.
Philip & Ingrid
Francis helped us with some of the most important decisions we would have to make prior to retirement. One of Francis’s strengths is his ability to explain complex financial situations in easy to understand terms. I am also very impressed with how easy it is to contact him and get a speedy reply to any queries. I would have no hesitation in recommending Francis to either friends or ex colleagues and have actually done so.
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