Independent Financial Advisers
Fortuna Financial Planning 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 Financial Planning 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 and partnering with individuals, families, and corporate clients.
We provide financial advice and guidance and are regulated by the Financial Conduct Authority. Additionally, we are covered by the Financial Services Compensation Scheme (FSCS) and the Financial Ombudsman Service.
Our Wealth Management Service offers a bespoke, client-centric approach to enhancing and securing your financial well-being.
We work closely with you to identify, achieve, and maintain your desired lifestyle. Our boutique approach ensures personalised service, making your financial strategy comprehensive and adaptable to your evolving needs.
Over the next decade, our vision is to evolve alongside advancing technologies to ensure our wealth management offering remains both efficacious and efficient.
Embedded in the tradition of providing professional advisory services while continuously innovating, we aim to demonstrate the indispensable value of advisers.
Dedicated to a financial planning approach that seeks not entirely to sustain, but to empower financial independence, integrated with strategic investment practices. Our advisory relationship aims to equip our clients with the means 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, developing the tailored strategies 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.
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.