Independent Wealth Management
Advancing our clients towards greater financial protection, stability, and wealth through independent wealth planning.
Please use the following links to get started with your application, then an adviser will follow up with you and provide a recommendation.
To arrange a consultation or speak to an adviser, please fill in the contact form.
Advancing our clients towards greater financial protection, stability, and wealth through independent wealth planning.
Fortuna Financial Planning is an independent boutique wealth management firm, partnering with individuals, families, and corporate clients to provide tailored financial solutions.
We offer independent financial advice on a wide range of regulated financial products, along with services such as financial planning, tax advice, and consultancy that are not regulated by the Financial Conduct Authority (FCA).
We are covered by the Financial Ombudsman Service (FOS) and the Financial Services Compensation Scheme (FSCS).
FCA Regulated | Independent Financial Advice | 20 Years Established
Our Wealth Management Service offers a bespoke, client-focused approach to securing and enhancing your financial well-being.
As independent financial advisers, we work closely with you to create a tailored financial strategy that evolves with your needs. From securing your financial future through protection to building assets and generating sustainable income, our approach ensures long-term growth and wealth transfer.
Focused on preservation, tax efficiency, and growth, we provide peace of mind with a dynamic, relationship-driven service designed to support your lifestyle and future generations.
Financial Planning | Investment Management | Tax Planning & Management | Mortgages & Lending
Over the next decade, our vision is to evolve alongside advancing technologies, ensuring our wealth management offering remains both effective and efficient.
Embedded in the tradition of providing professional advisory services while continuously innovating, we aim to demonstrate the indispensable value of advisers.
We aim not only to sustain but to empower financial independence, integrated with strategic investment practices. Our advisory relationship is designed to equip our clients with the tools to achieve financial autonomy, thus preparing future generations for enduring family wealth.
At the core of our proposition is the commitment to uncover the true drivers behind our clients’ financial ambitions, we develop tailored strategies, as you would expect from an independent advisory firm. This independence enables us to transcend conventional investment products and does not limit our advice outcomes.
As an independent financial advisory firm (IFA), we are uniquely positioned to integrate into a family’s broader strategy. By collaborating with our clients’ professional advisers across accounting, legal, and banking, we ensure that our services are aligned with the comprehensive family perspective.
Regards
Benjamin Whatnall, Director
Initial introductions are at our cost so get in touch and speak to a planner, we would love to hear from you.
We can discuss the relevant steps and provide more detailed information about the services we offer, how they are relevant to your situation and we can maybe work in partnership to formulate a plan that will start you on the right financial journey.