On Friday we shut the office early and went to give blood in work time! Just another little way Financial Fortress gives back to the community we serve!
Register to become a donor here: https://www.blood.co.uk/
Financial Fortress
FT Financial Adviser mystery shopper results
The latest FT Financial Adviser mystery shopper results have been published. We are not surprised to find out our mortgage advisor Malcolm was the “shopper’s choice” with the top score of 35/35!! Contact us, your local Independent Financial Advisers to discuss all aspects of your finances including mortgages, pensions, investments, life insurance, estate planning, equity release etc.
Adviser: Financial Fortress (independent)
Address: 3 AV Wilding Estate, Guilden Sutton, Chester CH3 7EX
Speed of response: 11.43am. Transferred to an adviser. 5/5
Telephone manner: The adviser was polite. 5/5
Relevant qualifications: Mortgage Advice Qualification (MAQ). 5/5
Payment method: A £595 fee when mortgage is completed. 5/5
Guidance: The adviser explained that although most lenders will accept a maximum of two mortgage applicants, other lenders will accept more. He also told the shopper that if they were looking for a Help to Byuy or shared equity scheme, lenders tended to be more restrictive. He told the shopper to aim for a 10 per cent deposit as this would open up more buying options. 5/5
Knowledgeable: The adviser sounded knowledgeable and was very helpful in terms of the information they gave. 5/5
Website: www.financialfortress.co.uk
Email: malcolmgorton@financialfortress.co.uk 5/5
Verdict: Shopper’s choice. The adviser behaved in a very professional manner and provided the shopper with a lot of information. 35/35
https://www.ftadviser.com/mortgages/2018/08/08/mystery-shopper-wrexham
Update on Kieran’s swimming lessons
On Thursday, our young apprentice will complete his third swimming lesson so here’s a quick update on his progress.
We asked Kieran before day 1 how he felt and he said: “I am very nervous and to be honest and feel like a bit of an idiot for not being able to swim. I am not looking forward to it at-all and feel people reading this and the pool staff will be kind of laughing at me”.
We asked Kieran today how he feels and now he says “I am actually excited about my lessons, whilst I still have all the elegance of a drowning elephant thrown in the deep end, my confidence is up and I am getting excited to see where it leads. I understand everybody wants to help me and apart from my friends possibly, no-body is taking the mick! I look forward to jumping in the deep end of the pool and being able to get to the side!”.
As a family company, at Financial Fortress we are delighted to offer Kieran this invaluable life skill and would encourage anyone who has a need to obtain expert help. We believe learning to swim is like meeting a financial adviser for the first time. Being experts in everything financial, we certainly don’t laugh at our clients and will only ever discuss your needs in jargon-free ways, working at your pace ensuring a positive and personalised outcome. Why put it off any longer?
Congratulations!
The team would like to congratulate our young apprentice, Kieran on passing his first exam yesterday in Regulation and ethics. WELL DONE KIERAN and only 7 more to go!!
Financial Fortress recruits future talent
Press release:
Independent Financial Advisers, Financial Fortress Ltd based in Guilden Sutton is committed to investing in young talent and has recruited their new apprentice, Kieran Broster to join their friendly team. Wayne Musker, Director of Financial Fortress says, “we are delighted to welcome Kieran into our friendly team and very much look forward to helping him on his long journey to becoming a Financial Adviser and thus making sure the next generation of financial planners are brought through”.
Kieran says, “I am delighted to have been offered this position and from what I have learned so far realise how complicated financial products can be and look forward to helping our clients”.
Why not have a chat to the team and see how they can help with everything mortgage, investment, pension and tax planning!
