Our Company

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.

What We Offer

Commercial Brokers

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.

FCA Regulated Advice

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.

Unbiased

Our financial advisers will never make any agreement with a provider to recommend their product, so will always be unbiased.

Whole of Market

Whole of market advisers offer Independent advice the adviser can provide advice on products and services from the whole of the market.

Established Practice

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.

Independent

‘Unbiased, unrestricted advices based on a comprehensive and fair analysis of the relevant market.’ (FCA Guidance)

Our Expert Advisers

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.

CII & PFS Members

Ben Whatnall

Independent Financial Adviser

Find out more about our founder and principal adviser Benjamin Whatnall with over 12 years experience as an adviser.

Find out more >

Get started today

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.

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