Fortuna Financial Planning Limited
114-116 Fore Street
Hertford
Hertfordshire
SG14 1AJ
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.
Authorised and regulated by the Financial Conduct Authority.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.