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Independent financial planners based in central London.
Financial advice that covers all areas of financial planning, with the advantage of being impartial as we are completely independent.
Fortuna Financial Planning specialise in independent financial advice, established in 2005 and currently based in London with offices in Hertford. We are able to offer coverage to our clients in the south-east of England, providing financial advice in all areas of financial services including investments, retirement planning, protection, estate planning, mortgages, wills, trusts & tax advice.
Operates as a financial planner for the firm with over 15 years experience and fully diploma qualified. An independent adviser that can help clients with financial and tax planning.
Chloe excels as a practice manager, streamlining operations, ensuring regulatory compliance, and enhancing client support to create a robust wealth management service.
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.