Fortnum continues to dominate the Licensee of the Year Award due to its focus on helping advice businesses succeed.
Fortnum’s proposition is unique not only because it delivers competitive, well-priced services but because of the group’s ability to bring together like-minded professionals and hone in on what’s important to them. Fortnum is an agile, dynamic organisation.
For example, several years ago when the industry was fixated on compliance, Fortnum was completely focused on driving compliance within practices. Last year, when advisers wanted help improving practice efficiency and streamlining processes, Fortnum drove that agenda, and recently, the focus for Fortnum has been on helping advisers achieve sustainable growth.
Fortnum’s flat organisational structure and experienced senior management team means the group is flexible enough to act quickly based on advisers’ needs which is allowing Fortnum to make a profound difference in advisers’ lives.
Andrew Inwood, founder CoreData