Financial Fortress Ltd

Independent Financial Adviser  3 AV Wilding Business Park, Cheshire, CHESTER, CH3 7EX
First meeting at adviser's own cost
Jargon free experts providing friendly and independent financial advice. Specialists in everything pension, investment, mortgages and insurance related! Honest, transparent and value for money advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Wayne Musker
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Accreditations
Certified Financial Planner
MR Malcolm Gorton
Independent Mortgage Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

Mr Ian Daltrey
Independent financial adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Mr Alex Brown
Independent financial adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mr Kieran Broster
Independent mortgage adviser

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Mr Emyr Evans
Independent financial adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
I am more than happy with the outcome, great guy to deal with, nothing was to much trouble for him! Explains things fully, keeps you informed. Has taken all the hassle from me.
Dave Conde, Oswestry
Wayne took time to fully understand my situation and what I wanted from my pension in the future. He explained fully all the changes to pension regulation and detailed the options that were open to me. Once I'd decided on the route I wanted to take, Wayne arranged for the necessary changes. I have have a lot more flexibility with what I can do with my pension fund in the future, which had enabled us to make our decision to relocate. France, here we come!. Wayne is always flexible in arranging times to visit us at home, straight-forward and down-to-earth in his approach, easy to talk to and we always enjoy our 6-monthly review meetings!
Lynne McCracken, Chester
At first we were very confused with my 7 pensions and thought I would have to carry on working but Wayne explained everything allowing me to retire immediately
Phil, North Wales
About us

Financial Fortress is established to provide our clients with the highest possible standards of financial advice, combined with the best ethical standards achievable. We pride ourselves in explaining everything in simple, jargon free terms.

We are completely independent of any other company and not restricted in any way, meaning we advise on the whole of market and in any product area necessary, giving all our clients unrivalled choice, great value and best outcomes. This is our guarantee and will never change!

Financial Fortress Ltd is authorised and regulated by the Financial Conduct Authority, reg no: 753489.

Our services

We treat our clients fairly with transparency! - need we say more?

We work with every single investment, pension & life assurance company in the UK and beyond! We do not take commissions or hidden payments and therefore are your trusted experts!

Where to find us
Head office address: 3 AV Wilding Business Park, Guilden Sutton Lane, Guilden Sutton, Cheshire, CHESTER, CH3 7EX
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 1st March 2021

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