About Fortune Financial Planning
Fortune Financial is a local family business providing tailored mortgage, protection and general insurance advice for individuals, families and businesses.
We have access to 1000’s of products including exclusive deals.
Whether you are a first time buyer, home mover, re-mortgaging or want to protect your home and family we have it covered.
Different options can be confusing and overwhelming. Let us as your adviser offer professional advice ensuring you are in a position to make an informed decision with your needs.
We don’t just recommend the most cost effective products, we have a dedicated case progression team from start to finish who chase all parties involved from lenders, to solicitors, not forgetting that regular update to YOU, the client.
Experience & Qualifications
There are many reasons why using an adviser is the right thing to do and in many cases it all depends on what you want. With over 30 years industry experience, we are the company that provides a high level of product knowledge.
At Fortune Financial Planning we recognise that each client has individual needs and we are constantly fulfilling those needs on a one on one basis. Whether you are looking for a professional to manage your protection needs giving you the time to enjoy your wealth or are simply looking for a little guidance we are able to cater to your needs. We can offer you advise with that personal touch, putting you in an in a position to make an informed decision.
We can save valuable time, offer access to a wide range of products and offer expert advice with up to date information.
Fortune Financial Planning Ltd, registered in England at Alexander House, 40a Wilbury Way, Hitchin, Hertfordshire, SG4 0AP (number: 07737045).
Fortune Financial Planning Ltd is an appointed representative of First Complete Limited, which is authorised and regulated by the Financial Conduct Authority
(FRN: 435779) for mortgage and non-investment insurance advice. The Financial Conduct Authority does not regulate some forms of Buy to Let.
Fortune Financial looked after the whole process of my remortgage. I would highly recommend :)
- Ashleigh Hardway
Lovely team, made my mortgage process feel hassle free with a personality.
So happy the got us in our new home without any hiccups.
- Carol Martindale