Fort Financial Planning LTD
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- Etheridge House, Barton View Business Park, Sheeplands Lane, Sherborne, Dorset, DT9 4FW

Based in Sherborne, Dorset, Fort Financial Planning Ltd is a fully regulated firm under FCA registration number 425743. Our strategic location caters to the financial consultation needs of clients within Sherborne and its surrounding areas. Specialising in key aspects of financial planning including life and investments, pensions retirement advice, our approachable team tailors each financial strategy to meet our client's unique needs. The goal of our professional team at Etheridge House, Barton View Business Park, Sheeplands Lane, DT9 4FW, Sherborne is not only to provide regulated advice but also to ensure that clients feel confident and secure about their financial future. Trust us to help you navigate the complexities of financial planning.
Their team includes 2 financial advisers. Check FCA registration here.
Fort Financial Planning LTD are approved by the FCA to give advice on:
Directions to Fort Financial Planning LTD from the Motorway
- From the M5,
- At Junction 17, take the Cribbs Causeway/A4018 exit towards Bristol (W).
- At the Cribbs Causeway Interchange, proceed to take the fourth exit onto Merlin Road.
- Continue onto Exit 17 (following signs for Avonmouth/M5).
- Merge onto the M5 motorway.
- At Junction 23, take the A39 exit towards Bridgwater, A38, Minehead, Glastonbury, and Wells.
- Subsequently, at the Dunball Interchange, proceed by taking the first exit onto the A39.
- At the roundabout, progress by taking the third exit onto Puriton Hill/A39—continue to follow A39.
- Turn right onto Berhill and continue onto Somerset.
- Proceed onwards to Cockrod and continue onto Reynald's Way.
- Turn right onto B3153 and turn left onto Kingweston Road.
- Kingweston Road will veer slightly right to become Ilchester Road.
- At the roundabout, take the first exit onto Primrose Hill.
- Continue onto Tout Lane before turning right onto Roman Road/A37—continue to follow the A37.
- At Podimore Roundabout, take the second exit.
- Continue further onto Podimore Road.
- Turn right onto Stockwitch Lane, then right onto Smithy Lane.
- Turn right again onto Portway Road.
- Make a left onto Little Marston Road before turning right onto A359.
- Turn left onto B3148.
- Make another right onto Sheeplands Lane.
- Finally, turn left onto Barton View— your destination will be on the right.
List of advisers under Fort Financial Planning LTD:
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