Fortis Private Wealth Limited is a boutique financial planning and wealth management firm that offers personalized, independent advice to private clients, families, and trustees. As Chartered Financial Planners, they adhere to a high standard of professionalism and ethics. Their core mission is to help clients achieve their financial and lifestyle goals through comprehensive services including investment management, retirement planning, estate planning, and tax optimisation. The company prides itself on building long-term relationships based on trust and a deep understanding of each client's unique circumstances.

Founded in

United Kingdom