Investment Advice

Your future is unique, we exist to ensure your complete financial security!
Ensure you reach your goals using our jargon free approach, delivered by our expert advisers.

Most people want to put some money aside for their future or perhaps just a “rainy day”. This could include plans for helping children or buying a house through to meeting longer term objectives like retirement or simply providing for additional future financial security. After all, the more money you have, the more money you will have to spend when the future arrives!

You may have received a lump sum following an inheritance, court settlement, pension commencement lump sum (tax-free cash), sale of a business or lottery windfall and have no idea what to do with it, this is where you need a dedicated and trusted expert!

There are many thousands of different investments, structures and tax wrappers, we are experts in them all including:

Pension & Retirement savings
ISA’s
Sustainable investing (ESG)
General Investment Accounts
Investment Bond
Trusts
Unit Trusts / OEIC’s
Venture Capital Trusts (VCT)
Enterprise Investment Schemes (EIS)
Offshore Investments
Every single investment company in the UK and beyond

Key investment tips:

Get advice
Establish a plan
Understand risk
Use tax allowances
Diversify

Long-term results
Manage costs
Don’t speculate
Reinvest income
Review regularly

Investment planning is simply “Providing the maximum level of return possible, for an agreed level of risk taken, whilst ensuring tax efficiency along the way”. The problem is, this is extremely complicated in practise to achieve. Our experts are fully trained, regulated and experienced financial advisers that deliver jargon free, friendly advice.

Remember, as independent financial advisers, WE WORK FOR YOU! Your adviser will NEVER take any commissions from your pension or investment, we charge fees that you can choose to pay separately or allow us to take them from your investments themselves. Your named and dedicated adviser will be plain talking, jargon free and act without any pressure. Get the advice you need from Financial Fortress and watch your money grow!

We advise, you decide!

We are experts in all things investments, fully qualified financial and pension advisers who use cutting edge technology to explain everything in easy to understand ways. Although we provide top quality advice, you will always have ultimate control over your decisions and investments.

We carefully monitor your investments! (additional costs apply)

We will constantly monitor your plans going forward, ensuring they remain the best available in the market and continue to maximise your’ returns. This way we can ensure you the very best financial future! We will provide expert ongoing guidance & governance, giving you regular updates & structured meetings with our fully qualified advisers. We will meet (atleast annually) to review your plans including:

All existing investments, pensions and plans, making sure they remain best of class for your ever evolving circumstances. As your circumstances change, we will recommend adapting your plans as suitable.
Reviewing your investments whilst discussing and recommending any new investment opportunities.
Identify any new risks, re-agreeing your existing risk appetite as your situation changes.
As tax law constantly evolves, review your tax planning and take advantage of any taxes we can avoid.

Every annual review will be followed up with written recommendations ensuring complete understanding and peace of mind.

What you get with Financial Fortress

Authorised and Regulated by the Financial Conduct Authority.

No cost or obligation initial review meeting.

A personally named and dedicated expert dedicated to you!

Jargon free
Local experts
Friendly advice
Simple costs
On-going support
Business and private clients

What Our Clients say!

     Excellent  
     Based on 74 reviews 
    
 
 
   
 
 
        
   Ian W 
 February 6, 2023
 
 
 Trustindex verifies that the original source of the review is Google. I couldn’t recommend Financial Fortress more highly if you’re looking for financial advice. Wayne has been incredibly helpful and taken the time to talk everything through in great detail to make sure we have all the information we need to make the right decisions. Give them a call today!
  
 
       
   Anthony Parker 
 January 26, 2023
 
 
 Trustindex verifies that the original source of the review is Google. Just spent a very informative 90 MINS with Wayne Musker of Financial Fortress regarding my impending retirement. I am always weary of such institutions when dealing with my finances,and go into these situations with the view that they are only out for their own gain.
Wayne quickly made me feel very comfortable, through his professional manner and explanations in terms,that were easy to understand.
If Wayne is the standard to which Financial Fortress aspire,then I would have no hesitation in recommending this individual and his company to anyone requiring financial advice
  
 
       
   Michael Thomspon 
 January 19, 2023
 
 
 Trustindex verifies that the original source of the review is Google. Wayne and the team are amazing, sorted out my pensions and private health care. Trust them completely, thanks again.
  
 
       
   Rachel RIGG 
 November 30, 2022
 
 
 Trustindex verifies that the original source of the review is Google. I was recommended Malcom from Financial Fortress by a friend and I can understand exactly why they were so pleased.  Mortgages are not something I enjoy dealing with and Malcom completely took the pain out of it.  He looked for the best deal for me, dealt with all the form filling.  He was available to answer questions any time.  He explained the jargon and was patient when I had other things to deal with.  I will definitely be keeping his number for next time I need to remortgage.  One thing I really liked was he is not a pushy sales person but a genuinely good mortgage advisor with your best interests at heart.  Really pleased,
highly recommended. Thank you
  
 
       
   Padraig Confrey 
 November 3, 2022
 
 
 Trustindex verifies that the original source of the review is Google. Supurb, friendly advice.

Wayne cuts through the financial jargon and simplifies the subject matter leaving you with a better, more clear understanding.

Highly recommend!
  
 
       
   Joshua Parkes 
 July 21, 2022
 
 
 Trustindex verifies that the original source of the review is Google. Recommended by a friend who spoke very highly of financial fortress. I have very little knowledge on all things finance and Wayne was very helpful in answering all my queries and giving me independent advice to suit my current financial position. He was very helpful and the first session was free which is great!
Looking forward to working with you again soon! I will also be utilising your services such as mortgage advisors when buying a house.
Would recommend to anyone!
  
 
       
   Chloe Benson 
 February 2, 2022
 
 
 Trustindex verifies that the original source of the review is Google. We came to financial fortress for help with our first mortgage and Kieran was amazing and couldn't have helped us anymore. We have since re-mortgaged and didn't think twice about going back to Kieran for advice. We have undoubtedly asked some ridiculous questions but Kieran has been nothing but patient and helpful. Made our lives as stress free as possible with his prompt responses and organisation!
  
 
       
   MrWhoisjoegill 
 January 11, 2022
 
 
 Trustindex verifies that the original source of the review is Google. Would highly recommend Financial Fortress if you are looking to get a mortgage. Kieran guided us through the whole process as first time buyers professionally, helping us understand and navigate purchasing our house. He was quick to respond to any questions and queries no matter how big or small, and worked with the other parties to make sure things moved along smoothly.  Having recently remortgaged our property, we had the same excellent service - quick to help out and lay it all out so we could choose the best option for us. Thanks Kieran!
  
 
       
   Rob Wilcock 
 December 16, 2021
 
 
 Trustindex verifies that the original source of the review is Google. Fortress were recommended to me from a good friend and after a couple of consultations I totally understand why. Wayne was patient with my questions and clearly explained all of the options presented to me. Very professional and most importantly I felt I could trust them with my investments.
  
 
       
   ziv kaner 
 December 9, 2021
 
 
 Trustindex verifies that the original source of the review is Google. We are first time buyers and had no real idea what were all the different steps and requirements for getting a mortgage. Malcolm presented us with all the info that we needed and helped us choose the product that is right for us. He was always available to help and quickly answered any questions.