Savings & Investments

Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than investing,...

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Mortgages

Mortgages are loans which are intended to help buyers purchase residential property. When you take out a loan, the lender charges...

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Pensions

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which...

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Protection

There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about, but...

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Welcome to Fortis Financial, Financial Advisers in London

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 020 3371 3007 or complete our short enquiry form by clicking on the form button below and we'll be pleased to help you.

GENERAL ENQUIRY FORM

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  • I met with Frederick from Fortis because I wanted to explore the options for investing a lump sum. The first meeting we had was very thorough where Frederick gained an understanding of my attitude to risk, this enabled him to find the right products for me to consider for investment. The reports that were produced were complicated to say the least but Frederick and his team were on hand to explain these to me, so they made sense to me and I felt comfortable with proceeding to make an investment. I took my time to make decisions and at no time was I rushed or asked where I was in my decision.

    G.D

  • I have known Peter for many years and always found him enthusiastic, easy to deal with and very helpful. He has always helped me be more tax efficient than I would have been if I had tried to manage my wealth on my own. My wife and I recently had our first child and so Peter also then helped us get in place some life and critical illness insurance to ensure that we would be left in a good financial position if anything were to happen to our health.  Peter then introduced us to Freddie who helped us lock in a much better mortgage with great flexibility as we are looking to move to a new family home but had some delays.

    J.F