Ben Whatnall

Personal Profile

Ben Whatnall founded Fortuna Financial Planning in 2005 and has maintained long-standing relationships with many of his original clients. He leads a wealth advisory business, providing tailored guidance to individuals, families, and corporate clients. As an adviser, Ben continues to offer personalised strategies designed to help clients manage their wealth and achieve long-term financial goals.

Ben’s approach to wealth management centres on the development of bespoke wealth plans, covering mortgages, investments, and protection. These plans provide a structured and adaptable framework for building and preserving wealth, with legacy planning forming an integral part of the overall strategy.

Ben also supports high-net-worth clients and families through a dedicated family office-style service, offering a highly personalised and discreet advisory experience. This includes advanced planning, intergenerational wealth structuring, and collaboration with legal, tax, and banking professionals. His work focuses on aligning multi-generational financial plans with family values, governance, and broader lifestyle objectives, ensuring that wealth is preserved and managed with care across generations.

Key Experience

• Delivers comprehensive advice across investments, retirement, protection, estate planning, and tax strategy
• Active private investor with deep expertise in equity markets and ongoing investment research
• Advises high-net-worth individuals and business owners with tailored financial planning
• Specialises in personal and corporate tax planning, including family investment companies, tax structures, and family office strategies
• Designs long-term, tax-efficient strategies to support wealth preservation and growth

Recent projects

Recently, Ben has focused on advanced planning for entrepreneurs, helping them plan business exits with a 10-year strategy. He also led the development of a data management system to enhance operational efficiency and client service within the firm.