Fortuna Financial Planning

Independent Financial Adviser  114-116 Fore Street, Hertford, Hertfordshire, SG14 1AJ
First meeting at adviser's own cost
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Commercial mortgages
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Long term care
Response rating
7.1/10
check
FCA authorised
Last authorised 29th June 2020
Meet our advisers
Benjamin Whatnall 'DipPFS, Cert CII (MP)'
Company Director & Principal Financial Adviser

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

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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 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 financial services industry, including regulation, legislation and the Code of Ethics.

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 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 examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.

What our clients say
Thank you very much. Great service from Fortuna Financial Planning as usual, I'm very happy with my investment portfolio and the returns.
Kevin S, Hertford
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.

Where to find us
Head office address: 114-116 Fore Street, Hertfordshire, Hertford, SG14 1AJ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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

Response rating
7.1/10
check
FCA authorised
Last authorised 29th June 2020

Similar advisers near you

Independent Financial Adviser 0.05 mi
Personal financial planning and Investment services for trustees, private individuals and their attorneys.
 
Independent Financial Adviser 0.15 mi
We provide bespoke, unbiased independent advice to help our clients achieve their financial goals.
 
Independent Financial Adviser 0.32 mi
Our approach is designed to give you the ability to organise and take control of your financial future.
 
Independent Financial Adviser 0.64 mi
Uniquely positioned to give you advice that is personal, independent and accessible.