Fortis Financial
Fortis Financial is a financial services company based in London, England. They specialize in financial planning and offer a range of services to help individuals and businesses manage their finances. With a team of experienced financial planners, Fortis Financial is committed to providing their clients with personalized solutions to meet their unique needs.
Introduction to Fortis Financial
Fortis Financial is a financial services company based in London, England. Established in 2005, the company has been providing financial planning services to individuals and businesses for over 15 years. The purpose of Fortis Financial is to help clients achieve their financial goals through personalized and comprehensive financial planning strategies. What makes this company unique is their team of experienced and qualified financial planners who are committed to providing exceptional service to each and every client.Services & Products
Fortis Financial offers a wide range of financial planning services including retirement planning, investment planning, tax planning, estate planning, and insurance planning. Clients can also access personalized financial advice and guidance on a variety of financial topics. The company's financial planners work closely with clients to develop customized financial plans that meet their specific needs and goals.Location
Fortis Financial is located in Senator House, a prime business location in the heart of London. The area is known for its bustling financial district and is home to many financial institutions, law firms, and other businesses. Clients can expect to experience a professional and sophisticated atmosphere when visiting the office. The closest public transportation options to the office are Blackfriars Station (0.2 miles), St. Paul's Station (0.3 miles), and Mansion House Station (0.4 miles).Benefits
Clients should choose Fortis Financial because of their team of highly experienced and professional financial planners who are committed to providing exceptional service. The company's personalized approach to financial planning ensures that each client receives customized advice and guidance that is tailored to their unique financial situation. Fortis Financial also offers a wide range of financial planning services, making it a one-stop-shop for clients' financial planning needs.Good to Know
Clients should be aware that Fortis Financial is a fee-only financial planning firm, which means that they do not receive commissions for recommending certain products or services. This ensures that their advice is unbiased and in the best interest of the client.Reviews
Customers have given Fortis Financial positive reviews, praising the company's personalized approach, professionalism, and expertise. Clients appreciate the customized financial planning strategies that are tailored to their unique needs and goals.FAQ
What types of financial planning services do you offer?
We offer a wide range of financial planning services, including retirement planning, investment management, estate planning, tax planning, and risk management. Our team of experienced financial planners can help clients create a comprehensive plan tailored to their specific needs and goals.How do you customize financial plans to fit individual clients?
We believe that every client is unique and therefore requires a customized financial plan. Our financial planners take the time to get to know each client and their specific goals and needs before creating a plan. We work closely with clients to ensure that their plan is tailored to their individual circumstances and objectives.What are your fees and how are they structured?
Our fees vary depending on the complexity of the financial plan and the services provided. We typically charge a one-time fee for creating a financial plan, and then an ongoing fee for management and monitoring of the plan. Our fees are transparent and we will always provide clients with a clear explanation of our charges before starting any work.What professional qualifications do your financial planners have?
All of our financial planners are highly qualified and experienced professionals. They hold advanced degrees in finance or a related field, and have industry certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Our team also undergoes regular training and professional development to stay up to date with the latest industry trends and best practices.Can you provide references or testimonials from satisfied clients?
We are proud of the work we do and the relationships we have built with our clients. We can provide references and testimonials from satisfied clients upon request. We believe that our clients' success is our success, and we are committed to providing them with the highest level of service and support.Reviews
-
Andrew Pickering
Really helpful and comprehensive service, Freddie sat us down and talked through everything from scratch, took care of us end to end.
26-05-2021
-
Christophe Vandamme
We have been clients of Freddie and his team for many years now, he started out with helping us with our mortgage to buy our first home. He then followed up with re-mortgages and looking for the best options for us. More recently we have intrusted him with our long term financial planning (pension funds and ISA's) to which he did a fabulous job. He is a true professional and very responsive when we have questions. We would recommended him to anyone who's looking for a trusted financial advisor.
26-05-2021
-
Sharon Renwick-Fumagalli
Positive: Professionalism, Responsiveness
26-05-2021
-
Edward Thomas
Great company - worked with Tom to buy our first home and he was brilliant. Being a business owner/self employed the professional help and expertise Tom has was invaluable. Thanks!
26-05-2019
-
darren keane
Extremely pleased with the service provided by the team at Fortis. Attentive and punctual. I actually referred a friend of mine to Fortis whilst my mortgage application was in process with them (given how impressed I was at that stage) as his house purchase was going to fall through due to the major failure of a high street bank and Fortis managed to step in and rescue the situation and get the purchase done. I am very busy, as we all are, and the good thing is you can talk to them on the phone or in person, whatever works for you. 5 stars from me, thanks Freddie.
26-05-2018
-
Ben Haines
Thomas Crawford! You are amazing! Thank you and Fortis Financial so much for making our difficult mortgage application a success ! You really went above and beyond :) Sally and Ben x
26-05-2018
-
Bastien Bourdon
If you need a mortgage or insurance, just go straight to Freddie and his team at Fortis: I had an impeccable experience with them, making finding my mortgage very quick and super easy, and at the best rate I could find. The rate is not everything, and Freddie's experience will guide you to find the right lender that also provides the quickest and most efficient turnaround (avoiding super slow and error-prone banks). Most importantly, you don't want to mess around with all the application process yourself: just let Fortis team fill that all in on your behalf and go back and forth with the vendor: one less huge hassle in the buying process. I would do it again eyes closed.
26-05-2018
-
Mike Felix
Having heard, through friends, how well Fortis Financial conducted themselves professionally, coupled with providing a very reliable service, we can now honestly say that if it were not for Freddy and his team we would not have been able to buy the home that we wanted. After a short conversation regarding the formalities of mortgages and advise, financially, on what was in our best interests, we were assured that something suitable would be found for us. However we did explain that we had found somewhere and that time was against us, due to another party in the running. With all the competition of buying a home in London Freddy was able to find us the best mortgage product that suited us and implemented proceedings within 24 hours where we were able to beat the other buyer to the punch, by arranging the surveyor and putting us in a better position in the eyes of the vendor, therefore choosing us over the other party. Not only did Freddy and his team’s actions help us find our dream home, their clear and concise communication on requesting which documentation was needed was invaluable in our purchase. Seeing your new potential home that you do not want to lose out on can be very stressful, however Freddy reassured us he would do his best in the time frame given and he delivered. So we cannot give anything but praise to Fortis Financial for their financial advice and their speedy and efficient prowess. If you are looking for a mortgage broker or a bit of advice we, satisfied customers, highly recommend you giving Fortis Financial a call.
26-05-2018
-
Douglas Michael
I was referred to Fortis by my sister who had nothing but praise for Freddie and his team. Having never used a broker before I was unsure of the value that such a service could provide as I have always found the mortgage application process to be relatively straightforward, if not time consuming! However, having now been through what was ultimately a fairly complex house move, I can honestly say that I won't ever try and do it myself again - Fortis have a customer for life! The service is personal, quick, efficient and (in my opinion) an absolute bargain. My circumstances were complicated by my current lender refusing to lend on my new property and so I needed an alternative and I needed it pretty quickly. Within a couple of days Freddie had found me an option that not only provided the funds I needed but also at a greatly reduced interest rate that has saved me thousands! His team then handled the application process with complete efficiency and minimal input from me. Post application there were then some complications with the property purchase that required me to change the mortgage. Again, Freddie and the team took care of it immediately and with no hassle. They also kept in contact with my solicitor and so I felt fairly redundant throughout - definitely in a good way! Overall, I am a very happy customer and I cannot praise Fortis highly enough. I will definitely be recommending them to my friends and family.
26-05-2018
-
Jack Lowis
Great Service, very quick and efficient. Having dealt with several brokers over the years Kinga, Freddie and all the team were miles above any other brokers I had dealt with. They really go above and beyond! Highly recommended!
26-05-2017