Looking for mortgage advice? We offer all clients a no-cost and no obligation first meeting at our office, your home or using video conferencing technology!
At Financial Fortress, we maintain the highest levels of service and guarantee no jargon! No long wait times on the phone and easy to reach named & dedicated advisers!
A review with us will ensure you fully understand your plans, maximise your savings & the investments. We are obsessed with ensuring you a successful & secure future.
Employee Benefits That Work Harder for Your
Business and Your People
Some may be trying to buy their first home. Others may be wondering whether they’re saving enough for retirement, looking to invest for the future, protecting their family or simply trying to make sense of the financial choices in front of them.
That’s where personalised financial support can make a real difference.
Supporting your people through life’s financial decisions
Buying or Moving Home
Helping employees understand their mortgage options and navigate the process with confidence.
Building Financial Security
Personalised advice around investments, wealth and longer-term financial planning
Planning for the Future
Support with wills and estate planning to help employees put the right arrangements in place
Planning for Retirement
Helping employees better understand their pensions and make informed decisions about their future.
Protecting What Matters
Helping employees consider protection for themselves, their income and their families
Financial Wellbeing, Your Way
1:1 Personalised Advice
Give employees the opportunity to speak privately with an experienced
adviser about their individual circumstances, questions and financial goals.
Our advisers take the time to listen, explain the options in plain English and
provide personalised advice based around the individual.
Onsite Financial Wellbeing Sessions
Bring financial education directly to your workplace with informative,
jargon-free sessions designed around topics that are relevant to your
people. We’ll explain the options to help educate your employees
Webinars
Make financial education accessible wherever your people are based –
ideal for hybrid, remote and multi-site teams.
Employee Benefits For
Your Business & Your People
A strong employee benefits package can help you support your people, strengthen your overall
reward offering and provide valuable protect on when it matters most.
Financial Fortress can work with you to understand your business, your workforce and your existing
arrangements, before helping you explore the options available.
GROUP PENSIONS
Helping you explore workplace pension options that work for your business, while giving your employees valuable support in planning for their future.
GROUP DEATH IN SERVICE
Provide valuable financial protection for employees’ loved ones should the worst happen, adding an important benefit to your overall reward package.
GROUP MEDICAL INSURANCE
Give your employees access to private healthcare as part of a wider approach to employee wellbeing and benefits.
PERSONALISED ADVICE FOR YOUR PEOPLE
From buying a first home and moving house to remortgaging and more complex circumstances.
Helping employees understand their pensions and make more informed decisions about their future.
Personalised advice to help employees plan, invest and work towards their longer-term financial goal.
Helping employees consider how they can protect themselves, their income and the people who depend on them.
PLANNING: Helping employees put plans in place for their family and their future.
Opportunities for tax efficiency
The way employee benefits are structured can have financial advantages for both employers and
employees.
Financial Fortress can work with you to review your existing arrangements, explain the options available and explore opportunities to create a valuable, tax-efficient benefits package.
£500 QUALIFYING PENSIONS ADVICE
Employers may be able to provide, pay for or reimburse up to £500 of qualifying pensions advice per employee, per tax year, free from Income Tax, subject to HMRC conditions.
PENSIONS POTENTIAL EMPLOYER NI EFFICIENCIES
The way workplace pension contributions are structured may provide opportunities to reduce the amount of employer National Insurance payable.
GROUP BENEFITS VALUABLE EMPLOYEE PROTECTION
Explore group pensions, death in service and private medical insurance as part of a wider employee benefits strategy built around your business and your people