Independent financial advice for individuals, businesses and corporate clients with coverage across the United Kingdom.
Fortuna Financial Planning offers advice across all areas of financial services including investments, pensions, mortgages, insurance and equity release. Established in 2005 with offices in London and the home counties.
Financial planning that is unbiased, independent and with full access to the market.
Mortgage specialists undertaking whole of market research and advice on a wide range of lending scenarios. These include first time buyers, remortgages, product transfer and rate switching. The firm can also assist in funding commercial projects such as land, development and buy to let as a mortgage broker.
Advisers at the firm are qualified financial professionals, meeting and exceeding the standard requirements for advisers. Consistently improving their knowledge, undertaking examinations and further development to maintain their expertise.
Services we can advise you on
Pensions & retirement
Insurance & protection
Regulatory & compliance
Authorised and regulated by the Financial Conduct Authority.