The smartest way to plan and manage your wealth.

Wealth management, accountancy and financial planning services.

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).

Our Offices;
Visit us in Hertford
Visit us in London

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 dependence (relying on earned income) to financial independence (benefiting from unearned income from assets).

You & Your Family

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.


Working with profesional advisers

Discover our ‘Collaborate’ initiative, where we partner with accountants, solicitors, and employers to deliver expert financial guidance as a seamless extension of workplace and professional services.

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.