Frederick Ortiz at Fortis Financial
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.
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.)
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.
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