Fortuna Financial Planning Limited

Independent Financial Adviser 114-116 Fore Street, Hertfordshire, Hertford, SG14 1AJ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Benjamin Whatnall 'DipPFS, Cert CII (MP)'
Company Director & Principal Financial Adviser
Sandra Antoniou 'DipPFS, Cert CII (MP, ER)'
Independent Financial Adviser
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
Where to find us

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

Make an enquiry
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 .

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.

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

Authorised and regulated by the Financial Conduct Authority. FCA registration number 629977. Registered in England and Wales Company no. 05749664 Registered office: 26 York Street, London W1U 6PZ.

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