About Us

Fortis Financial is a London based Financial Planning practice focused on delivering the best outcomes for both private and corporate clients in the most timely and cost-effective way. We are a solutions-based organisation and will work with you to achieve your goals, whatever they may be.

Fortis Financial was set up in 2009 primarily as a boutique, high end mortgage brokerage and has developed over the years into what it is today – a full service, holistic and long-term focused financial planning business. Whether our clients are looking to build their assets, be as tax efficient as possible or protect their family finances we will meet with clients, understand those needs and create a long-term plan. We have a deep focus on building on-going relationships with clients to help them navigate their way through changes in the economic markets, political landscapes and most importantly in their personal lives. No client ever has the same needs so we really take the time to understand what we could do to help our clients and their families.

We believe that taking care of your financial planning is one of the most important parts of managing your life, whether you need to save for retirement, take a mortgage to buy a new home for your family or invest for a rainy day. We place the greatest of importance on mapping out your financial life cycle and asking the questions to help you decide what it is you want financially and when you want it. Setting a plan in place is the first and most important step and our advisers have a combined 35 years’ experience in doing so and believe that with our help clients can take peace of mind knowing that they have taken the step to create a plan and have us on side to ensure the efficient execution of that plan.

  • 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

  • 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

Our Team

Find out more about our professional and experienced team - who they are, how they can help you and how you can contact them.

  • Our Team
    Robert Barclay
    Mortgage and Protection Adviser Cert CII (MP)
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  • Our Team
    Frederick Ortiz, Financial Planner DipPFS
    Financial Adviser
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  • Our Team
    Peter Lane DipFA
    Financial Planner
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  • Our Team
    Dylan Baker
    Administrator
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