Frederick Ortiz at Fortis Financial

Restricted - Whole of Market  51 Eastcheap, LONDON, EC3M 1DT
First meeting at adviser's own cost
Improving the quality of our client's lives. No client ever has the same needs so we really take the time to understand what we can do to help our clients and their families.
We can advise you on
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Annuity purchase
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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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SIPPs
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Equity release
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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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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
Mr Frederick Ortiz
Financial Adviser

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

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

What our clients say
I met with Frederick from Fortis because I wanted to explore the options for investing a lump sum. The first meeting we had was very thorough where Frederick gained an understanding of my attitude to risk, this enabled him to find the right products for me to consider for investment. The reports that were produced were complicated to say the least but Frederick and his team were on hand to explain these to me, so they made sense to me and I felt comfortable with proceeding to make an investment. I took my time to make decisions and at no time was I rushed or asked where I was in my decision. The team at Fortis wanted to make sure I understood the products and I was comfortable to move forward. Frederick and his team were there to help and explain every step of the way. If you would like a knowledgeable, thorough and caring team to advise you what the options coudl be for your investments and pensions, I have no hesitation to recommend Frederick and his team at Fortis Financial.
G.D, London
About us

Fortis Financial is a London based Financial Planning practice focused on delivering the best outcomes for both private and corporate clients in the most timely and cost-effective way. We are a solutions-based organisation and will work with you to achieve your goals, whatever they may be.

Fortis Financial was set up in 2009 primarily as a boutique, high end mortgage brokerage and has developed over the years into what it is today – a full service, holistic and long-term focused financial planning business. Whether our clients are looking to build their assets, be as tax efficient as possible or protect their family finances we will meet with clients, understand those needs and create a long-term plan. We have a deep focus on building on-going relationships with clients to help them navigate their way through changes in the economic markets, political landscapes and most importantly in their personal lives.

(The value of pensions and investments (and the income they produce) can fall as well as rise. You may get back less than you invested.)

(Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.)

Our services

We believe that taking care of your financial planning is one of the most important parts of managing your life, whether you need to save for retirement, take a mortgage to buy a new home for your family or invest for a rainy day. We place the greatest of importance on mapping out your financial life cycle and asking the questions to help you decide what it is you want financially and when you want it. Setting a plan in place is the first and most important step and our advisers have a combined 35 years’ experience in doing so and believe that with our help clients can take peace of mind knowing that they have taken the step to create a plan and have us on side to ensure the efficient execution of that plan.

Where to find us
Head office address: 51 Eastcheap, LONDON, SE21 7BN
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£500,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021

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