Business Details
21 Years
experience
Your Trusted Financial Partner in Sherborne
Fort Financial Planning has been delivering tailored financial advice since 2005, rooted in a commitment to simplifying complex financial matters. Our approach prioritises long-term relationships, with a seven-step process designed to evolve alongside clients' changing needs. Based in Sherborne, Dorset, we specialise in creating bespoke strategies for wealth management, tax planning, and retirement solutions. Our team of certified professionals combines technical expertise with a deep understanding of personal finance dynamics.We maintain independence to ensure impartial advice while focusing on intergenerational wealth preservation. Our values of transparency and client-centric service underpin every decision, supported by recognition as an Accredited Financial Planning Firm. With over two decades of collective experience, we empower clients to navigate financial challenges with confidence.
Services
Financial Planning
Investment Management
Tax Planning
Retirement Strategies
Estate Planning
Wealth Management
Business Financial Advice
Pension Solutions
Inheritance Tax Planning
Protection Planning
Details
- Year established: 2005
Highlights and features
- We offer over 20 years of experience in financial planning
- Our seven-step process ensures long-term financial peace-of-mind
- We provide jargon-free, personalised financial advice
- Specialists in investment management and tax planning
- Independent status guarantees impartial financial guidance
Associations and certifications
- Accredited Financial Planning Firm
Services
Financial Planning
Our financial planning service creates tailored roadmaps for your financial future. We analyse your current position, clarify goals, and develop adaptable strategies covering investments, tax efficiency, and risk management. The seven-step process ensures ongoing alignment with life changes while maintaining simplicity and transparency throughout your financial journey.
Investment Management
We construct diversified investment portfolios aligned with your risk tolerance and financial objectives. Our approach balances growth potential with capital preservation, incorporating tax-efficient vehicles and regular performance reviews. The service includes ongoing monitoring to adapt to market conditions and personal circumstances while maintaining long-term strategic focus.
Tax Planning
Our tax planning service identifies legitimate opportunities to minimise tax liabilities across personal and business finances. We implement strategies involving pension contributions, investment structures, and inheritance tax mitigation. The service ensures compliance while maximising after-tax returns through proactive, forward-looking planning tailored to individual circumstances.
Retirement Planning
We develop comprehensive retirement plans assessing current savings, future needs, and lifestyle aspirations. The service includes pension consolidation, income projections, and tax-efficient withdrawal strategies. Our Visual Forecast tool models different scenarios to ensure financial security during retirement while addressing long-term care and intergenerational wealth transfer considerations.
Estate Planning
Our estate planning service protects and transfers wealth efficiently across generations. We implement trust structures, gifting strategies, and tax mitigation techniques to preserve family assets. The service coordinates with legal professionals to ensure wills and inheritance plans align with broader financial objectives while maintaining flexibility for future changes.
People
Mark Salter
Managing Director and Financial Planner
Mark leads the firm with over 20 years' experience in financial planning, specialising in wealth management and retirement strategies for business owners and professionals.
Emily Flynn
Operations Director and Paraplanner
Emily oversees operational excellence with expertise in financial regulation and compliance, ensuring efficient delivery of client services across investment and pension planning.
Sam Jones
Client Services Manager
Sam manages client relationships with focus on financial organisation and long-term planning, supporting clients through major life transitions and retirement preparation.
Alfie Smith
Client Relationship Manager
Alfie specialises in business financial planning, helping entrepreneurs develop tax-efficient strategies for profit extraction and succession planning.
Lauren Davis
Client Relationship Manager
Lauren focuses on financial planning for professionals, providing tailored solutions for tax efficiency, pension optimisation, and wealth protection.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering investment management, tax planning, retirement strategies, estate planning, and business financial advice tailored to individual needs.
How can you help business owners?
We assist business owners with tax-efficient profit extraction, succession planning, pension strategies, and wealth management to ensure both business and personal financial security.
Do you provide retirement planning advice?
Yes, we offer specialist retirement planning including pension consolidation, income projections, and tax-efficient withdrawal strategies using our Visual Forecast tool.
What makes your financial planning approach unique?
Our seven-step process combines personal financial clarity with technical expertise, focusing on long-term relationships and adaptable plans that evolve with clients' changing needs.
How are your financial planning fees structured?
We use transparent fee structures aligned with service complexity, with initial consultations explaining our charging methodology before any commitment to ongoing services.
