Fortem Financial Management Ltd

Fortem Financial Management Ltd is a financial advisory firm that provides services to assist clients in managing their wealth.
  • Tax planning
  • Corporate services
  • Retirement planning
  • Protection planning
  • Investment management
  • Mortgages and specialist banking
  • Intergenerational wealth management
Size
Small
Phone
N/A
Website
fortemfm.co.uk
Email
N/A
Locations
Unit 7, Faraday court, Rankine Rd, RG24 8PF
01256634650
Digital Popularity
Social Media
Competitors
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Fortem Financial Management Ltd is operated by Fortem Financial Management Limited and is a Active company incorporated on 3 March 2017 with the registered office located in Basingstoke, Hampshire. Fortem Financial Management Limited was registered 8 years ago.
Status
Active
Size
Micro
Directors
2
Age
8 years old
Employees
4
Turnover
Unreported
Total Assets
£897.26K
Cash in Bank
£109.7K
Total Liabilities
-£738.26K
Mr Kevin David White
Director • PSC • British • Lives in England • Born in Jun 1980
Shannon White
Director • British • Lives in England • Born in Oct 1994
Mrs Shannon White
PSC • British • Lives in England • Born in Oct 1994
More information on Fortem Financial Management Limited
Teams
All
2
Management
1
Customer Service
1
Shannon Liddiard
Operations Manager • Joined Sep 2021
Corey Bradley
Client Administrator
Shannon Liddiard
Operations Manager • Joined Sep 2021
Corey Bradley
Client Administrator