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.
If you are ever unhappy with our advice or any part of our services, please let us know straight away. We will do our best to resolve your concerns quickly. Please direct any concerns to Ben Whatnall either by phone 01992 503 410, email (contact@fortunagroup.co.uk) or in writing to Fortuna Financial Planning, Beadle House, 16 Bull Plain, Hertford, Hertfordshire, SG14 1DT
We have a procedure that is available upon request.
If we are not able to resolve your complaint, you may be able to ask the Financial Ombudsman Service to help. This is an impartial and independent organisation that settles disputes between financial services businesses and their clients. Whether you have the right to do so depends on exactly what the complaint is about. More information about the Financial Ombudsman Service is available from https://www.financial-ombudsman.org.uk/
You may also be able to claim compensation from the Financial Services Compensation Scheme if you have suffered a financial loss due to our actions and we are not able to compensate you. The amount of compensation depends on the work we have done for you and the circumstances of the claim. You can contact the Financial Services Compensation Scheme or see www.fscs.org.uk/what-we-cover products for more information.
Claims regarding most types of investments are covered up to a maximum limit of £85,000. Claims about arranging or advising on protection products or insurance is covered for 100% of the claim, with no upper limit. Claims about some pensions and annuities are also protected completely, with no upper limit.
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.