About Us
His regional leadership has been recognised by being awarded 'businessman of the year, financial adviser of the year and wealth manager of the year'. He possesses over 35 years of commercial experience working with companies like British Telecom, Edward Jones Ltd who were headquartered in Canary Wharf and Abbey National plc.
He has taught previously at Leicester University School of Management, on the following subjects; Organizational Behaviour, Accountancy, Financial Management, Business Strategy and Business Environment (economics); on the MBA, MSc Management, Accountancy and Finance, and BA (Hons) Management Studies degree programs.
Richard has been happily married to Cathy since July 1994 and enjoys the company of 4 children including teenagers
Fortify Investments Ltd is an Award Winning Firm located centrally in the East Midlands
We provide ’ÄúBespoke Financial Solutions' to Private Clients and Businesses by listening attentively to our clients financial concerns.
Once we understand and have agreed with our clients their financial concerns, we present financial solutions to those concerns by blending proven Academic Theory to Best Financial Practice. This approach ensures the client, their family and their business interest is protected from life's unexpected financial storms. It also includes opportunities to create wealth, manage wealth, and transfer wealth to others over time tax efficiently.
This consultative approach between us and our clients provides our clients with greater control over their financial affairs because no financial decision to protect or invest is made without client consent being agreed first.
We serve Private Clients and Businesses from a variety of social backgrounds and business sectors who all value personal service coupled with good results.
Our 'Bespoke Financial Solutions' service consistently provides high client satisfaction. This is because it is tailored to fit the individual circumstance of each client.
This independent service provides our clients with access to the whole of the marketplace in allowing us to select policies and investments that are most suited to our client's financial needs from any provider in the market.
If having access to bespoke financial solutions from the whole marketplace coupled with good results is important to you, choose Fortify Investments Ltd an 'Award Winning' Firm of Independent Financial Advisers to serve you
