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Practice Manager
Chloe Merrick is the Practice Manager at Fortuna Financial Planning and plays a central role in supporting both the traditional IFA model and the firm’s growing family office-style concierge service. With a strong background in financial services and a deep understanding of client needs, Chloe brings operational expertise, regulatory insight, and client care together in one cohesive role.
She ensures the seamless delivery of service across the firm, overseeing compliance, client onboarding, and internal systems that enable advisers to deliver high-quality financial planning. Her oversight ensures consistent standards, whether supporting everyday financial advice or managing the more complex demands of high-net-worth clients and families.
Chloe’s responsibilities extend beyond operations. She is also pivotal in coordinating the concierge-style services offered to select clients—liaising with legal, tax, and banking professionals, assisting with sensitive family logistics, and supporting intergenerational planning initiatives. This dual role positions her at the heart of the firm’s evolving service proposition.
Chloe is also instrumental in the coordination of concierge-style support for our most complex client relationships, working closely with advisers to deliver high-touch service that may include liaising with professional partners, managing sensitive family logistics, or facilitating ongoing financial and lifestyle administration.
Her earlier career includes experience with private banks and wealth managers in London, where she gained valuable exposure to high-level financial operations and relationship management. She is currently studying towards her Level 4 Diploma in Financial Planning, deepening her technical knowledge and contributing to the firm’s continued drive for excellence.
Chloe is also active in her local community, engaging in charity initiatives and supporting her local school’s PTA. Her blend of professional capability and personal integrity reflects the values and vision of Fortuna Financial Planning.
Chloe has been instrumental in integrating Consumer Duty obligations and spearheading advancements in our firm’s data management systems, ensuring compliance and enhancing operational efficiency through innovative technological solutions.
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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.