Fortuna Wealth Management is a trading style of Fortuna Wealth Planning Ltd, an independent financial advisory firm based in London. The company focuses on building long-term, trusted relationships with its clients by providing bespoke financial planning and wealth management services. Their core mission is to help clients achieve their financial goals through a comprehensive approach that includes investment management, retirement planning, inheritance tax planning, and protection strategies. As independent advisers, they offer impartial advice based on a comprehensive analysis of the whole market.

Founded in

United States