Test 1

Test 2

Who we are

‘To provide expert financial planning, knowledge and services, that advance clients to improved financial protection, stability and wealth.”

Fortuna Financial Planning is an independent financial advice firm, established in 2005 and currently based in London. The firm provides services to clients across the United Kingdom.

Principally the firm provides financial planning services with cashflow analysis and reporting. This type of planning offers clients the ability to fully function with their finances providing objective outcomes, understanding of the impact of decisions and lifestyle events.

Following on from principle activities the firm can provide guidance and advice on a wide of range areas of financial services including investments, retirement planning, protection, estate planning, mortgages, wills, trusts & tax advice.

The firm is completely impartial and independently owned, with capabilities to deliver lifestyle financial planning, the products and services relating to any plan and provide the comprehensive modern day family office.

Advancing financial protection, stability and wealth…