# Fortuna Financial Planning

Fortuna Financial Planning is an independent financial advisory firm headquartered in Mayfair, London, with an additional office in Hertford. Established in 2005, the firm serves clients throughout the south-east of England with comprehensive financial planning services.

The firm specialises in impartial, independent financial advice across all major areas of financial services. Their client base includes individuals seeking holistic financial planning, from young professionals beginning their investment journey through to retirees and business owners managing complex wealth structures. They particularly serve clients in Greater London and the surrounding regions who value unbiased recommendations unconstrained by product manufacturer ties.

What distinguishes Fortuna Financial Planning is their genuine independence—a crucial differentiator in an industry where many advisers operate under restricted mandates. Led by Ben Whatnall, a director with over 15 years' experience and full diploma qualifications, the team combines deep expertise with accessibility. They remove initial barriers to engagement by offering complimentary introductory consultations, allowing prospective clients to discuss their circumstances without financial commitment.

The firm's breadth is notable, addressing everything from pension optimisation and investment strategies to inheritance planning, tax efficiency and equity release. This comprehensive approach means clients can consolidate their financial planning with a single trusted adviser rather than managing multiple specialists.

Their emphasis on partnership-based planning and transparent communication reflects a client-centric philosophy, positioning them as advisers genuinely invested in guiding clients toward long-term financial security.