See What Our Clients Say About Us

 

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. I would happily introduce anyone to the team at Fortis as I'd be confident they'd get the same excellent service as I have had.

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. The team at Fortis wanted to make sure I understood the products and I was comfortable to move forward. Frederick and his team were there to help and explain every step of the way. If you would like a knowledgeable, thorough and caring team to advise you what the options coudl be for your investments and pensions, I have no hesitation to recommend Frederick and his team at Fortis Financial.

G.D