We believe passionately that we can help people live the best financial life they can. We know life is busy, we know people know they should take care of their money and we know that it's always near the bottom of the to do list to get these things done. At Fortis we take time to get to know our clients and their families because only then we can know what financial plans are required to allow them to get on with being busy with their careers and families. We believe it's vital to embark on a long-term relationship with all clients because we know only too well that life throws all sorts of challenges in the way which need to be navigated effectively. Whether people need to consider which is the best mortgage for their needs, how to most effectively save for retirement, insure themselves against a financial disaster or to ensure they are invested in the correct risk profile, we can offer advice on a broad spectrum of tools and then take care of the implementation and management of whatever financial plans are necessary.

Fortis Financial is a Partner Practice with St James's Place Wealth Management.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise.  You may get back 

The Partner Practice 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.

The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Fortis Financial is a trading name of Fortis Financial Ltd.

SJP Approved 12/02/2026

Fortis Financial

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