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Fortify Wealth

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Fortify Wealth is a modern financial planning firm focused on empowering individuals and families to achieve financial security and confidence in their future. At Fortify Wealth, we understand the complexities of financial management and the importance of a comprehensive, tailored and adaptable financial plan.

Our Company Mission:

Helping you build confidence in your future while making the most of today.

How we help our clients: 

  • Provide a thorough financial health check to assess your current position and ensure you are on the right path.
  • Harnessing technology and Cashflow modeling software to enable you to make better financial decisions when planning for the future.
  • Help you feel confident and secure when faced with unexpected events.

Who we work with:

  • High earning individuals, keen to improve the tax efficiency of their wealth and income.
  • Families considering their affordability to upsize, fund school fees or plan for the unexpected.
  • Hard working, time poor individuals unable to devote enough time to their investment portfolio. 
  • Clients wanting to understand how and when to take their pension benefits to  achieve the retirement they envisaged.
  • Retired individuals considering how best to transfer their wealth tax efficiently to future generations whilst maintaining their standard of living.

If you are unsure whether we could help, why not get in touch for a no obligation conversation. Only if you decide to proceed with your personal recommendation, would a charge then be payable.

Our clients take comfort in the fact that Fortify Wealth is backed by the strength and credibility of FTSE 100 Company M&G plc, who have been providing financial security for over 170 years.

Joe Payne

Joe is one of the Co-Founders at Fortify Wealth. He holds a Law degree and started his career in Merchant Banking, working for the FTSE 250 Bank Close Brothers. Following this, he joined Octopus Investments where he worked alongside and trained Financial Advisers, Accountants and Solicitors across the UK in complex tax planning and investments. Joe takes pride in building relationships with his clients, helping them plan for the future and explaining detailed concepts in a clear and concise manner.

Outside of work, he enjoys golf, fitness, spending time with friends and family and good quality coffee.

Qualifications: LLB, IMC, DipPFS

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Tom Wood

Prior to Co-Founding Fortify Wealth, Tom enjoyed working at firms such as Morgan Stanley, RBS, Bank of New York Mellon and, most recently, spent over eight years at Octopus Investments where he ran a distribution team of 11 helping Private Banks, Wealth Managers and Financial Advisers with their more complex tax planning. During his time at Octopus Investments, Tom obtained a thorough understanding of how to best service clients and ensure their long term goals are met.

Away from helping his clients plan for their future, Tom has three main joys in life - sport, time with the family and travel.

Qualifications: DipPFS, CertPFS (DM), BSc (Hons)

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

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Fortify Wealth is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.