Who we are

Fortuna Financial Planning is an independent boutique financial planning firm, operating throughout the United Kingdom partnering with individuals, families and corporate clients.

Our Locations

We have offices in Central London and Hertford, Herts.

Our Offices 

Our People

Meet the Team

Our services

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 of- fered by the firm are not regulated by the Financial Conduct Authority (FCA).

Who regulates our firm

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.

Our complaint handling arrangements

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)1992 503 410.

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.

Your compensation scheme

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 circumstanc- es of the claim. Most types of investment business
are covered up to a maximum of £50,000. Further information about com- pensation scheme arrangements is available from the FSCS.

Get in Touch

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.