Fortis Consulting London is pleased to highlight this service offered by our network partners.
Many aspects of financial planning are available across a wide spectrum of needs faced by individuals and businesses (including corporate financial planning & investments).
With respect to service provision for individuals, there are three broad categories:
- Building & preserving capital (e.g.investments and pensions)
- Financial protection against risk (e.g. life assurance and health insurance)
- Managing cash & borrowings (e.g. mortgages and lending)
Individuals have widely differing needs, situations and financial resources. Our partners take a holistic approach of each person’s specific position and requirements.
Our network partners are authorised and regulated by the Financial Conduct Authority.
Fortis Consulting London does not provide any financial advice.