Fortnum partners with Moneysoft

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Moneysoft will provide its digital money management solution to Fortnum Financial Advisers under a new partnership set to boost client engagement and provide greater insights across the advice process. Fortnum will provide the co-branded Moneysoft tool to advisers across its full network, enabling them to empower clients and bolster their financial wellbeing. Fortnum’s Practice Technology […]

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Fortnum gears up for growth with new appointments

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Fortnum Private Wealth, has recruited former National Manager, Practice Advice at BT Financial Group, Kerry Thomas to the newly created position of Head of Advice, as the licensee continues to strengthen its professional advice framework. Ms Thomas, who has over 15 years of financial services experience, will report to Joel Taylor, Managing Director of Fortnum […]

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