At Fortress Wealth Partnership Limited we are committed to delivering bespoke financial products and services to the discerning individual or business.
Fortress was designed with the following key principles at the very heart of its foundations:
- To deliver first class financial products and services to our clients.
- To establish and build professional and valued relationships through quality face to face advice over the long term.
- To give 100% commitment and thoroughly enjoy what we do in the process of helping our clients achieve their short, medium and long term goals and objectives.
- To communicate with our clients regularly and in plain English and build a pathway to ensuring that they are totally satisfied.
- To stay abreast of changes in products, services and legislation so that our clients receive the very latest advice concerning their financial affairs.
- To achieve excellence for our clients through obtaining the very latest qualifications and industry accreditations.
- To completely understand our clients’ dreams, ambitions, objectives and goals, both personal and business over the short, medium and long term and to create a pathway to help these to fruition.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.