Ben Whatnall

Independent Financial Adviser

Personal Profile

Since founding the original group business Fortuna Finance in 2005, financial services continues to be a passion for Ben. Over the years he has built up the financial planning business with a client base consisting of individuals, businesses and corporate entities. He still practices as a independent financial adviser amount other business interests.

As a financial adviser Ben can provide advice and recommendations relating to financial planning that benefits daily living. He can help you to structure and implement the right plan and work in collaboration to enable you to move forward and meet your financial objectives. Services range from a single one off mortgage to a comprehensive financial planning and tax package. Ben has vast knowledge and experience relating to the development of investment portfolios within a variety of assets to provide both income and capital growth whilst maximising on tax benefits that are available.

Key experience

Providing financial advice in all areas of financial services including investments, retirement planning, protection, estate planning, mortgages, wills, trusts & tax advice. An entrepreneurial investor will also benefit from a financial adviser like Ben. Often he will search further a field looking at the right businesses and property investment opportunities for his clients that have the appetite for more technical and advanced investments.

Services
Investments Retirement Planning Protection Mortgages Equity Release

Key Articles

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