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 financial planning firm, operating throughout the United Kingdom partnering with individuals, families and corporate clients.
Financial advice – We will advise and make recommendations for clients once their needs have been assessed. The firm offers independent advice on a wide range of regulated financial products. Financial guidance – Financial planning and other consultancy services offered by the firm are not regulated by the Financial Conduct Authority (FCA).
The Financial Conduct Authority (FCA) is the independent watchdog that regulates financial services in the United Kingdom. This brochure should be read in conjunction with our initial disclosure documents, which contain in- formation to help you decide if the services we offer are right for you.
If you wish to register a complaint, please contact us:
Fortuna Financial Planning
4 Old Park Lane
Mayfair
London, W1K 1QW
or by telephone on +44 (0)207 096 2690.
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.
We are covered by the Financial Services Compensation Scheme (FSCS). You may be entitled to compensation from the scheme if we cannot meet our obligations. This depends on the type of business and the circumstances of the claim. Most types of investment business are covered up to a maximum of £50,000. Further information about compensation scheme arrangements is available from the FSCS.
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.