Fortuna Financial Planning - Hertford

Address: Beadle House, 16 Bull Plain, Hertford SG14 1DT, United Kingdom.
Phone: 1992503410.
Website: fortunagroup.co.uk
Specialties: Mortgage broker, Accounting software company, Bookkeeping service, Chartered accountant, Financial consultant, Financial planner, Investment company, Investment service, Mortgage lender.
Other points of interest: Online appointments, On-site services.
Opinions: This company has 55 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Fortuna Financial Planning

☎️1992503410

⏰ Open Hours of Fortuna Financial Planning

Monday: Open 24 hours
Tuesday: Open 24 hours
Wednesday: Open 24 hours
Thursday: Open 24 hours
Friday: Open 24 hours
Saturday: Open 24 hours
Sunday: Open 24 hours

Fortuna Financial Planning

La Fortuna Financial Planning es una empresa con sede en Hertford, Reino Unido, específicamente ubicada en Beadle House, 16 Bull Plain, Hertford SG14 1DT, y con un teléfono de contacto Phone: 1992503410. Su sitio web oficial es fortunagroup.co.uk.

Specialidades

La Fortuna Financial Planning ofrece una variedad de servicios financieros, entre los que se incluyen:

Asesoramiento financiero

Asesoramiento de pensiones

Asesoramiento de inversiones

Asesoramiento de mortgage

Servicio de tasa de interés

Asesoramiento de contabilidad

Servicio de contabilidad

Asesoramiento de empresas

Características

La empresa se destaca por su enfoque personalizado y su capacidad para ofrecer soluciones financieras adaptadas a las necesidades individuales de cada cliente. Los clientes han destacado la atención personalizada y la transparencia con la que les han sido tratados. Además, la empresa ofrece servicios de online, lo que les permite a los clientes programar citas y realizar transacciones de manera conveniente.

Opiniones

La Fortuna Financial Planning ha recibido una media de opinión de 5/5 en Google My Business, lo que refleja la satisfacción de sus clientes. Los clientes han destacado la habilidad del equipo para explicar las opciones de manera clara y ayudar a tomar decisiones informadas. También han destacado la atención constante y la disponibilidad de asesoramiento durante todo el proceso.

Recomendación

Si estás buscando un asesoramiento financiero confiable y personalizado, la Fortuna Financial Planning es una excelente opción. Con su enfoque en las necesidades individuales de cada cliente, les ofrece una experiencia de servicio excepcional. Visita su sitio web oficial aquí para obtener más información o para programar una cita con un asesor financiero. No dudes en contactarlos para obtener asesoramiento financiero personalizado

👍 Reviews of Fortuna Financial Planning

Matthew J.

5/5

Couldn't recommend Ben and the team at Fortuna enough.
From thinking that I wouldn't be able to get a mortgage to then having 3 / 4 different options offered to me was amazing.

They explained everything clearly about the options and helped me make an informed decision. They stayed in touch throughout the whole process and always offered advice if needed, which was helpful for a first-time buyer.

They take all the hassle from dealing with the banks etc and make it simple for you as the buyer.

Charlie R.

5/5

Jordan & the team provided a great service to us recently as we moved home. Nothing was too much for them and the service we received was fantastic. Thanks again, I will definitely be using them again.

Marius H.

5/5

I can't recommend Fortuna Financial Planning enough! As someone who knew next to nothing about the mortgage process, I was completely reliant on Ben and his team, Chloe and Jordan. They exceeded all my expectations. From day one, they were responsive, informative, and incredibly supportive. Ben, who also manages other personal financial plans for me, was always just a message away, even responding on his days off. Chloe and Jordan were equally impressive, handling all my queries with patience and clarity.

Thanks to their combined efforts, I had the keys to my new home just 28 days after the process began. They broke down every step of the journey into terms I could easily understand, making what could have been a stressful experience feel manageable and straightforward. If you're looking for a team that is professional, efficient, and truly cares about their clients, look no further than Fortuna Financial Planning.

Esme M.

5/5

Jordan provided fantastic support and insight when we were needing to re-mortgage. Can 100% recommend his services.

J C.

5/5

Great service. Very informative and attentive. As first time buyers I would recommend anyone looking for good helpful advice to reduce the stress and hassle. Will be using Jordan again in the future 🏡 🗝️

Samantha W.

5/5

Jordan was brilliant from start to finish, guided us through the whole process for additional borrowing. This took all the pressure away from us as we had a newborn and it all went smoothly. We would 100% recommend Jordan at Fortuna he was brilliant, we will definitely be returning when our fixed term runs out. Thank you again Jordan.

sue C.

5/5

My husband and I recently met with Ben from Fortuna to discuss IHT and a savings scheme for our grandchildren. Ben was extremely helpful, knowledgeable and provided us with excellent detailed advice, all explained very clearly. Our meeting with him was very relaxed and friendly, yet very professional. IHT implications and solutions for us are now much clearer and we have moved forward in setting up a savings scheme through Fortuna for our grandchildren.
Highly recommended company.

H W.

5/5

I have nothing but praise for Jordan. If we could give him 10 stars we would. Jordan was always available, acted quickly and gave honest advice. He was just what you needed when seeking a first time mortgage. Reliable and trustworthy, whilst being patient and courteous. If you need a broker I would sincerely recommend using Jordan/Fortuna. We are so pleased with service we received. Thank you!