Welcome to

Fortis Financial Planning

At Fortis Financial Planning the client always comes first.
We take time to understand your needs and work with you to achieve your goals.

Here to help with Financial Planning advice

Our business is built on three key principles:

Service    |    Trust    |    Knowledge

Service – We are not satisfied unless you are satisfied. This is the foundation of our business, backed up by the fact that hundreds of our clients continue to use us time and again and regularly recommend us to their family and friends.

Trust – We like to build a long term relationship with all our clients and always be on hand to provide support and advice throughout their financial journey. 

Knowledge – We have a wealth of knowledge within our team and have the added benefit of being partners of one the UK’s largest financial services network, Openwork, through whom we have access to a broad range of providers, lenders and specific product expertise. This ensures that you receive the very best of advice whatever your needs.

The areas we can assist in are:

  • Mortgage
  • Retirement Planning and Investments
  • Pensions
  • Mortgage and Family Protection
  • IHT Planning
  • General Insurance