Independent Financial Planners

We help clients identify, achieve and maintain a desired lifestyle without ever running out of money. Don’t leave it to chance, make a plan

Who we are

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.

What we do

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.

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How we do it

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.

Get to know our planning process >>>

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Existing Clients

Online access to wealth accounts