🚀 Founder | Fortify Wealth 🚀Hi, I am the co-founder of Fortify Wealth, a financial advisory firm dedicated to helping clients navigate the complexities of wealth management.💼 About Fortify Wealth:Our slogan is ‘helping you build confidence in your future whilst making the most of today’ - we genuinely believe in this. We want you to enjoy today whilst keeping the future in mind. We do this by taking a personalised, modern, technology-led and jargon free approach to every client we meet.At Fortify Wealth, we take an holistic approach to financial planning, tailoring strategies to meet the unique needs and aspirations of our clients. Our mission is to provide insightful guidance, personalised solutions, and a roadmap for long-term financial well-being.🔍 My Background:I have over 8 years of experience working with Financial Advisers, Wealth Managers and Private Banks which I bring over to Fortify Wealth. I’ve always had the ambition to build and run my own business so being able to do it in an industry I am hugely passionate about is shown in all my work. Outside of work I have three main joys in life - sport, time with the family and travel.So, if you’re keen to get in touch just give me a call on 07841140534 or email me on tom.wood@mandg.com. As a Partner of M&G Wealth, we advise on a range of products from Prudential and other carefully selected providers. This is known as restricted advice.Looking forward to hearing from you.
Fortify Wealth
View- Website:
- fortifywealth.co.uk
- Employees:
- 2
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Founder And Financial PlannerFortify WealthUnited Kingdom -
Founder & Financial PlannerFortify Wealth Jan 2024 - PresentLondon, England, United Kingdom -
Head Of London & Greater LondonOctopus Investments Aug 2015 - Jan 2024London, England, United KingdomOctopus is one of the UK's leading providers of Venture Capital trusts (VCT), Enterprise Investment Schemes (EIS), Inheritance Tax (IHT) solutions and Multi Manager funds. I am responsible for developing relationships with Financial Intermediaries, understanding their clients' investment objectives and providing planning ideas to ensure they are met. I balance my time between running face to face meetings, presentations, client meetings, webinars and events. -
BdmXceptor Jun 2014 - Jul 2015London, United Kingdom -
Asset Management ConsultantSungard Sep 2013 - Jun 2014London, United Kingdom -
Sales AnalystBank Of New York Mellon Jun 2013 - Sep 2013London, United Kingdom -
Summer AnalystRbs Markets & International Banking Jun 2012 - Sep 2012London, United Kingdom -
Industrial PlacementMorgan Stanley Jun 2011 - May 2012London, United Kingdom -
Advisor EvaluatorOpenwork Aug 2008 - Feb 2009Swindon, United Kingdom
Tom Wood Education Details
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Dauntseys School
Frequently Asked Questions about Tom Wood
What company does Tom Wood work for?
Tom Wood works for Fortify Wealth
What is Tom Wood's role at the current company?
Tom Wood's current role is Founder and Financial Planner.
What schools did Tom Wood attend?
Tom Wood attended University Of Bath, Dauntseys School.
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