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Wealth guidance that’s worth more

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Our services

At Fordel, we start with people, we believe in Client First.  We provide tailored financial strategies. Our purpose is to help you build a richer future.

Why Fordel

We believe that you are Worth More. We are 'always on' for our clients. Our charging structures are transparent and market beating. In a complicated financial services world we will help you at every step. Test us, we will come up to your mark.

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Working with Fordel has just been easier than others. Their approach is practical, thoughtful and tailored. Good people.

Anne Darlington

Their approach to investing suits me. No hassle. I get the reports and I get a call, even if I don’t think I need a call.

Mark Richardson

The protection stuff is boring. They found me the best deal for the need I had. I’m happy with that.

Jamie O'Connor Morse

Original and Curated Wealth Management Insights

News & insights

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News

Fordel expands into the Wealth Management Market

With a legacy in the Family Office Market and on our fifth anniversary we have expanded our services to include Financial Planning, Investments, Protection and Pensions for wealthy individuals that are looking for more.
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News

Outlook 2025

Fordel’s Outlook; What will 2025 bring. The potential impact for markets, the second coming of Trump, are US equities overvalued?, and what does it all mean for investors.

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News

Diversifying your cash

Exploring investment solutions to ensure you are making the most of your potential earnings.

Let’s talk

If you think we are the right fit for you, then connect. Choose a date or ask us to contact you.

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