Fortune Financial Planning Reviews

4.90 Rating 115 Reviews
99 %
of reviewers recommend Fortune Financial Planning
Merchant Metrics
Shipping & Delivery
Delivery Methods
Postal Service
Customer Service
Communication Channels
Telephone, Live Chat, Email
Queries Resolved In
Under An Hour
Read Fortune Financial Planning Reviews

About Fortune Financial Planning:

Insuring your future… today!

We are a dynamic health and well-being mortgage and insurance brokerage that combines the delivery of mortgage advice services along with life assurance and private healthcare to individuals, families and Small and Medium-sized Enterprises throughout the UK.

We provide private individuals and families with tailor made advice that suits their needs and budgets. If you are ever in the position that you need to make a claim, we will be there to offer on-going support and advice.

At Fortune our aim to succeed is based on offering our customers the advice, guidance, support and products they require in a professional and efficient way. Our Customers are our success, that’s why we feel so strongly about offering a quality of service second to none.

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Alexander House
40a Wilbury Way

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Anonymous  // 01/01/2019
Cade was very friendly and knowledgeable. He listened to my circumstances and made good recommendations based on that. Although I received his advice, due to lockdown, I wasn't able to make a decision for a number of months. When he enquired about my situation during that time, I didn't feel pressured to make a decision at all. Would thoroughly recommend.
Extremely friendly, professional service with regular calls to update. Would definitely recommend.
Excellent service as usual
The team at Fortune have been fantastic at finding us an amazing remortgage deal in these tough times. They worked hard at ensuring the process was uncomplicated and kept us informed every step of the way and answered all our queries as quickly as possible. The team are so responsive. We have used other financial advisors in the past so we were weary as to finding a good one. Highly recommend the team for all mortgage and financial planning advice.
Thanks for making this all possible! Great service.
A big thank you to Emma and Moyna for making my remortgage so easy! First class service from start to finish and always at the end of the phone to answer any questions I had. I can't thank you enough! Would highly recommend!
Moyna was absolutely brilliant. Was on the ball with looking into and dealing with any query or issue. Mark was great with information and finding the right company for me. They both replied to emails within a few hours. They both were always very friendly and always very professional. Very helpful. Would always recommend them with high praise and and high reviews.
Moyna was absolutely brilliant. Always on the ball with looking into and dealing with a query. She always replied to an email within an hour ! Mark was very helpful with supplying information and finding the right Bank for me. Moyna and Mark were always very friendly, but very professional, helpful and supportive. Would always recommend them with the highest praise and review..
Very helpful and gave good advice for my remortgage.
Will use them again!
We got there in the end with regards to information change however I was kept in the loop at all times great service.
Excellent from start to finish. Cade was fantastic and so helpful
Very professional and quick
Fortune Financial have been excellent throughout my house buying process. From start to finish they have listened and answered every question. If there was anything I didn't understand they helped explain and they have made the process a lot less stressful. I Would certainly use them ahain and recommend them.
I dealt with Kayleigh who was friendly, professional and very helpful. I found the online forms straight forward and easy to use.
Would highly recommend.
Fantastic service! Would highly recommend.
Great service, fast and efficient.
Fantastic service from Emma when helping us choose the right life insurance for us. Everything was clearly explained and I really felt she wanted to get the best deal for us and ensure we had the perfect cover. Would 100% recommend and will most certainly be using their services again.
Always really helpful
Fortune Financial Planning is rated 4.90 based on 115 reviews