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 Financial Planning is an independent boutique wealth management firm, partnering with individuals, families, and corporate clients to provide tailored financial solutions.
Our offices are designed to provide a professional environment that enhances client interactions and offers comprehensive financial planning services. Each location is staffed by experienced financial advisers ready to assist you with personalised financial solutions.
Fortuna Financial Planning
4 Old Park Lane
Mayfair, London
W1K 1QW
Fortuna Financial Planning
28 Castle Street
Hertford
SG14 1HH
Meet our dedicated team of professionals at Fortuna Financial Planning. Each member brings unique expertise and a commitment to delivering exceptional financial solutions. Get to know the passionate individuals who are here to guide you towards achieving your financial goals with personalised advice and strategic insights.
Ben leads Fortuna Financial Planning, advising individuals, families, and business owners. He specialises in bespoke wealth strategies, tax planning, and family office services for high-net-worth clients with multi-generational goals. Visit Ben’s Profile
Jordan advises on financial planning, investments, and mortgages for individuals and business owners. Holding a diploma-level qualification, he builds long-term strategies using advanced tools and a relationship-driven, client-focused approach. Visit Jordan’s Profile
Janine is a chartered accountant with 18 years of experience, specialising in accounting and tax advisory for SMEs. She champions cloud technology to enhance business efficiency and enjoys gym time and family life. Visit Janine’s Profile
Chloe oversees operations and compliance at Fortuna, supporting both IFA and family office services. She ensures adviser efficiency, high-touch client care, and leads concierge support for high-net-worth families. Visit Chloe’s Profile
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.