Independent Financial Planners

Advancing financial protection, stability and wealth

Who we are

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).

What we do

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 depend- ence (relying on earned income) to financial independence (benefiting from unearned income from assets).

How we do it

Discuss the drivers behind thoughts, plan outcomes and execute the strategy.

First we discuss, openly and honestly talking about a variety of financial and life matters. Then we plan using state of the art cashflow modelling software and technical analysis. We then produce a plan, action it and then monitor going forward keeping it on track.

Get in Touch

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.