Financial planning solutions to individual, business and corporate clients. Offering holistic financial advice that covers all areas of financial planning, with the advantage of being impartial as we are completely independent financial advisers.
Fortuna Financial Planning specialise in independent financial advice, established in 2005 and currently based in London with offices in Hertford. We are able to offer coverage to our clients in the south-east of England, providing financial advice in all areas of financial services including investments, retirement planning, protection, estate planning, mortgages, wills, trusts & tax advice.
New clients all benefit from an introductory financial consultation. The best way to develop a relationship with your financial adviser is in a meeting where the cost is not a concern so you can focus on what you would like to discuss: During this consultation we will evaluate your financial situation and planning needs, if there are any recommendations these will be made after this review at a second meeting where products and solutions will be discussed along with any costs that would be incurred.
Thereafter, we can offer ongoing servicing if required, our comprehensive wealth management proposition is tailored to the individual needs of the client. “Contact Us” now to discuss our wealth management proposition.