Working with you to get to grips with your personal finances, your retirement savings, and looking after your family over the long term.
You may be seeking reassurance over your future and your family's future, understanding the complexities of pension planning, and making use of your savings and investments. Common issues we can advise clients on are:
Retirement planning (Can I afford to retire?)
Understanding pensions
Passing wealth on to my family
Life cover and income protection
Investing for the long term
Together we can work towards meeting your current and future financial goals. Planning can include pensions advice (including SIPP and SSAS), structuring investments for tax efficiency (using ISAs, Bonds, etc.), and providing life cover, critical illness, and income protection to assist you if the worst should happen.
By making considered use of your tax allowances and exemptions we can structure your wealth to meet your needs, both now and in the future. In working with Fortis Private Wealth you will have access to one of the UK's leading Investment Management Firms, which is exclusive to Partners of St. James's Place.
The value of an investment can go down as well as up. You could get back less than you invested.
Taxation rules can change at any time and are dependent on individual circumstances.
SSAS's are not regulated by the Financial Conduct Authority.
Fortis Private Wealth Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
SJP Approved 02/10/2024
Company Details
- Employees
- 4
- Founded
- -
- Address
- London, Gb
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.fortispw.co.uk
- Keywords
- financial advice, financial planning, wealth management, pensions, investments, inheritance tax planning, life cover, investment planning.
- HQ
- London
Fortis Private Wealth Limited Questions
Fortis Private Wealth Limited's website is http://www.fortispw.co.uk
Fortis Private Wealth Limited's LinkedIn profile is https://uk.linkedin.com/company/fortis-private-wealth
Fortis Private Wealth Limited has
4 employees.
View email and phone details for 4
employees at Fortis Private Wealth Limited.
Fortis Private Wealth Limited's industry is
Financial Services
Fortis Private Wealth Limited's top competitors are
Mattioli Woods,
Smiths Property Experts,
Foundxrs Club,
Sadler & Partridge Limited,
Karaya Capital,
Mph Property Holdings Llc,
David Smith Financial Services Llp,
Torrwaterfield Ltd,
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Resfamiliaris Llp.
Fortis Private Wealth Limited's categories are Financial Services
Fortis Private Wealth Limited's founding year is 2021
