Fortem Financial Management Ltd - Financial Adviser - Basingstoke
Address: Unit 7, Fortem Financial Management Ltd - Financial Adviser, Faraday court, Rankine Rd, Basingstoke RG24 8PF, United Kingdom.
Phone: 1256634650.
Website: fortemfm.co.uk
Specialties: Financial consultant, Financial planner, Life insurance agency, Mortgage broker.
Other points of interest: Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended, Free of charge street parking, Free parking lot.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Fortem Financial Management Ltd - Financial Adviser
⏰ Open Hours of Fortem Financial Management Ltd - Financial Adviser
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
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Fortem Financial Management Ltd: A Comprehensive Overview
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Fortem Financial Management Ltd is a respected and established financial advisory firm dedicated to providing comprehensive financial solutions to individuals and families. Located at Unit 7, Fortem Financial Management Ltd - Financial Adviser, Faraday Court, Rankine Rd, Basingstoke RG24 8PF, United Kingdom, Fortem operates with a commitment to clarity, personalized service, and achieving clientsâ financial goals. The firm prides itself on its responsiveness and accessibility, offering a range of services designed to address diverse financial needs. Accessible via Phone: 1256634650 and its website, Website: fortemfm.co.uk, Fortem is well-positioned to assist clients seeking expert guidance.
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Specializations and Services
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Fortem Financial Management Ltd specializes in a variety of crucial financial areas, offering expertise in:
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- Financial Consultant: Providing strategic advice on investments, retirement planning, and overall financial well-being.
- Financial Planner: Developing tailored financial plans to align with clientsâ specific circumstances and objectives.
- Life Insurance Agency: Assisting clients in securing appropriate life insurance coverage to protect their loved ones.
- Mortgage Broker: Navigating the complex world of mortgages to find the best rates and terms for borrowers.
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The firmâs dedication to understanding each clientâs unique requirements ensures that solutions are not just generic advice, but truly customized strategies. They place a strong emphasis on building long-term relationships based on trust and transparency.
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Location and Accessibility
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The firmâs physical location at Faraday Court in Basingstoke offers convenience for local clients. Beyond the address, Fortem prioritizes accessibility for all clients. They offer Online Appointments, providing the flexibility to connect with advisors remotely. Furthermore, the premises feature On-site Services, creating a comfortable and professional environment for face-to-face consultations. Clients with mobility considerations will appreciate the Wheelchair-Accessible Car Park and Wheelchair-Accessible Toilet facilities. General accessibility is further enhanced by the availability of a Toilet and the convenient Free of Charge Street Parking and Free Parking Lot options.
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Client Feedback and Reputation
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Fortem Financial Management Ltd has garnered a consistently positive reputation within the financial advisory sector. Currently, the company maintains 19 reviews on Google My Business, with an impressive Average Opinion: 5/5. This high rating reflects the firmâs commitment to delivering exceptional service and achieving outstanding results. Notably, many clients commend the advisorsâ responsiveness and willingness to address even the most complex queries. Several testimonials highlight the value of having a dedicated advisor who consistently goes above and beyond to find the most suitable solutions. The emphasis on clear communication and proactive support appears to be a key factor in fostering client satisfaction. The experience of clients with mortgage advice, as evidenced by several reviews, highlights a particular strength in securing competitive rates and simplifying the application process. The firmâs approach to renovation house purchases and subsequent remortgaging is also frequently praised for its practicality and expertise.
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Additional Points of Interest
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Fortem Financial Management Ltd recognizes the importance of catering to diverse client needs. Language assistance is available to support clients who prefer to communicate in a language other than English. The firm also recommends scheduling appointments in advance to ensure sufficient time for a thorough consultation. Their commitment to providing a seamless and supportive experience is evident in all aspects of their operations.
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In summary, Fortem Financial Management Ltd presents itself as a reliable and client-focused financial advisory firm. Their expertise, accessibility, and consistently positive feedback position them as a valuable resource for individuals seeking sound financial guidance. They demonstrate a genuine dedication to helping clients achieve their financial aspirations, fostering trust and building lasting relationships.
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"summary": "Fortem Financial Management Ltd is a highly-rated financial advisor offering comprehensive services including financial consulting, planning, life insurance, and mortgage brokerage, known for its accessibility and client-focused approach.",
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👍 Reviews of Fortem Financial Management Ltd - Financial Adviser
