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  11. Fortuna Financial Planning

Fortuna Financial Planning

Independent Financial Adviser  114-116 Fore Street, Hertfordshire, Hertford, SG14 1AJ
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FCA authorised
Last authorised 16th November 2020
Financial advice that covers all areas of financial planning, with the advantage of being impartial as we are completely independent.
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 review
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Pensions transfer
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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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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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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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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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Commercial mortgages
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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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Long term care
Meet our advisers
Benjamin Whatnall 'DipPFS, Cert CII (MP)'
Company Director & Principal Financial Adviser
About us

Independent financial consultants based in Hertford, Hertfordshire.

We specialise in Investments, Retirement Planning, Protection, Estate Planning, Mortgages. You can contact us today to speak to an adviser in Hertford on <phone number hidden>.

Our financial advisers offer high level qualifications to the Level 4 Diploma status. They are also members of the Personal Finance Society and the Chartered Insurance Institute. Advisers at Fortuna Finance also currently hold the highest Mortgage Advice qualification available in the United Kingdom known as RO7 - this demonstrates the most competent position when giving advice in the area of Mortgages.

Mortgage Advise
Financial Advice
Independent Financial Advice

Our services

Fortuna Financial Planning specialise in independent financial advice, established in 2005 and currently based in London with offices in Hertford.

We are able to offer coverage to our clients in the south-east of England, providing financial advice in all areas of financial services including investments, retirement planning, protection, estate planning, mortgages, wills, trusts & tax advice.

Sourcing from the WHOLE MARKET we can offer you the BEST OFFER available.

We also have the option for a female adviser, so if you would prefer a female independent financial adviser then we can accommodate this request.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

114-116 Fore Street, Hertfordshire, Hertford, SG14 1AJ

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