"Fortuna Major" isn't just a password that lets you into Gryffindor House, it is Latin for "Greater Wealth" and that is what we strive to achieve for our clients and their descendants. We do this by looking for the most tax efficient way to hold your wealth and making sure you get the right return for the amount of risk you are prepared to take.Money, at the end of the day is a man made concept. It is essentially a means of exchange, but the value of it can change in an instant. We have been fortunate over the last 30 years or so that it's value has changed relatively little, the average cost of items as measured by the Retail Prices Index is basically 3 times as much "money" as they would have been in 1988. If people lose confidence in a currency then the changes in "value" can happen very quickly. Basically inflation destroys the value of your savings, whereas a well diversified portfolio of different asset classes should protect the real "value" or wealth you possess.

This is a trading name of Fortuna Major Financial Planning

Advising Accountancy clients on investments, pensions and tax planning opportunities,

Provide Independent Financial Advice to SME's, Owner/ managers, and high net worth individuals. Help medium sized accountancy practices to set up their own Financial Services divisions from planning, recruitment through to implementation and beyond.

Property owned by my SIPP (pension), let out to small businesses as serviced offices or "virtual offices" with telephone answering and admin support.I practise what I preach, which is why I am so good at arranging property purchases through people's pensions. This service is separate from my relationship with Quilter Financial Planning who are not responsible for any advice given under this business.

Director, main recruiter

Advising general public on pensions and investments

Advising farming community on finance and pensions

Advising general public on pensions and investments

Advising general public on pensions and investments