Independent Financial Advisory
Fortuna is the smartest way to plan and manage your wealth.
Have the best of both worlds, hybrid financial advice.
Traditional advice, modern application.
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.
Fortuna is the smartest way to plan and manage your wealth.
Have the best of both worlds, hybrid financial advice.
Traditional advice, modern application.
Fortuna Financial Planning is an independent boutique financial planning firm, operating throughout the United Kingdom partnering with individuals, families and corporate clients.
Providing both financial advice and guidance, we are regulated by the Financial Conduct Authority and covered by the Financial Ombudsman Service Financial Services Compensation Scheme (FSCS).
As independent financial planners we help in partnership with our clients, to identify, achieve and maintain a desired lifestyle without ever running out of money.
Assisting with planning and monitoring the journey from financial dependence (relying on earned income) to financial independence (benefiting from unearned income from assets).
Working with professional advisers
Over the next decade, our vision as a wealth management firm is to evolve alongside advancing technologies, ensuring our wealth management service remains both effective and efficient – in short this means to produce returns while being competitive with costs.
Continuing the role of professional advisers, using innovation and still proving the added value that advisers. We aim to offer a financial planning approach driven by the goal of financial independence, which is integrated with our investment strategies.
Delivering a professional adviser relationship, that empowers our clients to achieve financial autonomy and preparing future generations for lasting family wealth.
Our proposition strives to develop financial independence among individuals and families, equipping future generations with the tools and advice needed for enduring prosperity.
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.