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.
Welcome to our Hertford Office
At Fortuna Financial Planning, we offer financial advice that spans all aspects of financial planning, benefitting from the impartiality that comes with being completely independent.
Established in 2005 and headquartered in London, Fortuna Financial Planning has grown to include a strategically placed office in Hertford. This location enhances our ability to serve clients throughout the South-East of England.
We specialise in independent financial advice, providing comprehensive services in the following areas:
At Fortuna Financial Planning, we are dedicated to delivering bespoke financial solutions that meet the unique needs of each client. Visit our Hertford office to discover how our expertise can benefit you.
As part of our Wealth Management offering we offer an independent mortgage broker service that provides whole of market advice on mortgages for clients, with access to the full range of UK lenders and advising the most suitable mortgage product.
Operates as a financial planner for the firm with over 15 years experience and fully diploma qualified. An independent adviser that can help clients with financial and tax planning.
Operates as a mortgage adviser for the firm with years of experience and fully CeMap qualified. An independent adviser that can help clients with Mortgage, Equity Release and Protection advice.
Chloe excels as a practice manager, streamlining operations, ensuring regulatory compliance, and enhancing client support to create a robust wealth management service.
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.
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.