Please use the following links to get started with your application, then an adviser will follow up with you and provide a recommendation.
To arrange a consultation or speak to an adviser, please fill in the contact form.
Fortuna Financial Planning is an independent financial planning firm, established in 2005 and currently based in London, United Kingdom. The firm provides services to clients across the UK.
As independent financial planners we help clients identify, achieve and maintain a desired lifestyle without ever running out of money.
Our plans include advice relating to investments, retirement planning, protection, estate planning, mortgages, wills, trusts & tax advice.
First we discuss, openly and honestly talking about a variety of financial and life matters. Then we plan using state of the art cashflow modelling software and technical analysis. We then produce a plan and implement it and finally monitor the plan going forward keeping it on track.
Don’t leave it to chance, make a plan.
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