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Independent, Whole of Market
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Financial planning solutions to individual, business and corporate clients. Offering holistic financial advice that covers all areas of financial planning, with the advantage of being impartial as we are completely independent financial advisers.
Fortuna Financial Planning specialise in independent financial advice, established in 2005 and currently based in London with offices in Hertford. We are able to offer coverage to our clients in the south-east of England, providing financial advice in all areas of financial services including investments, retirement planning, protection, estate planning, mortgages, wills, trusts & tax advice.
New clients all benefit from an introductory financial consultation. The best way to develop a relationship with your financial adviser is in a meeting where the cost is not a concern so you can focus on what you would like to discuss: During this consultation we will evaluate your financial situation and planning needs, if there are any recommendations these will be made after this review at a second meeting where products and solutions will be discussed along with any costs that would be incurred. Thereafter, we can offer ongoing servicing if required, our comprehensive wealth management proposition is tailored to the individual needs of the client. “Contact Us” now to discuss our wealth management proposition.
We operate an arm of the business that purely services clients in the business sector focusing on commercial mortgages, bridging loans and other property financing.
Regulated by the Financial Conduct Authority (FCA) formerly known as the Financial Services Authority (FSA) is a financial regulatory body in the United Kingdom, operating independently of the UK government.
Our financial advisers will never make any agreement with a provider to recommend their product, so will always be unbiased.
Whole of market advisers offer Independent advice the adviser can provide advice on products and services from the whole of the market.
Fortuna Financial Planning was established in 2005. It is a small group of specialist financial consultants whose focus is on continually developing and updating their expertise in an evolving financial world.
‘Unbiased, unrestricted advices based on a comprehensive and fair analysis of the relevant market.’ (FCA Guidance)
Our financial advisers, their qualifications and how their expertise will benefit you. Our advisers are able to offer holistic financial advice as well as specialisms depending on the nature of your enquiry. With a focus on London and the South-East our experienced and personable advisers look forward to helping you make your financial goals happen. We have both male and female advisers who have a passion for listening and working with you to create a clear financial pathway you are happy with not just at the time but also going forward evolving with your needs and circumstances. Our advisers are consistently maintaining their knowledge and undertaking examinations and development to keep current in their profession.
To arrange a consultation or speak to an adviser now, please fill in the web form or contact us on our office details below. We look forward to hearing from you.