Fortis Financial Planning

Restricted - Whole of Market  26 Bridge Street, Leatherhead, Surrey, KT22 8BZ
First meeting at adviser's own cost
Fortis has experience and knowledge gained over 25+ years of providing quality advice to thousands of satisfied clients.
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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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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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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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection 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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Commercial mortgages
Response rating
8.2/10
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
Steven Burgess
Director

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

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

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 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 exam accesses understanding of the financial services industry including regulation and legislation.

About us

Fortis Financial Planning is headed by directors Graham Gibson and Steve Burgess and they are supported by Lisa Bateman (PA to directors) and Charlie Jeffrey (client relationship manager).

Our business is built on three key principles:
Service
Trust
Knowledge

We provide a professional and reliable advice service based on decades of experience in the financial services industry.

Our services

Put simply, we advise, guide and support you in defining and achieving your financial objectives.

We'll work with you to understand what it is you want to achieve, both in the short term and, perhaps more importantly, the longer term.
We'll also explore what drives these objectives - whether that's a particular goal for investment, or retirement, or a less specific plan that needs more definition.

Once we've understood what you want and why, we can work together to create an effective route to achieving this, in a way that suits your personal circumstances.

We like to think we're more than just top-notch financial planners; we're relationship builders too.
We're proud of the trusted relationships we've built over the years, and many of our clients now see us an indispensable partner when it comes to planning their financial future.

Where to find us
Head office address: 26 Bridge Street, Leatherhead, Surrey, KT22 8BZ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
8.2/10
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FCA authorised
Last authorised 22nd February 2021

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