Fortune Financial Planning Reviews

4.94 Rating 65 Reviews
98 %
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.

Visit Website





Alexander House
40a Wilbury Way

Write Your review

Tell us how Fortune Financial Planning made you happy
Help future customers by talking about customer service, price, delivery, returns & refunds.
Minimum 10 characters
What's your name?
Leave this blank if you'd like to publish your review anonymously.
What's your email?
We need your email address to verify that your review is genuine
Fantastic team, efficient, personal service. Would highly recommend.
Helpful Report
Many thanks to Mark, Rachel and Moyna for providing a professional service and always being happy to help.
Helpful Report
We have worked with Fortune Financial Planning on a number of cases including life protection, portfolio mortgages, portfolio insurance, BTL remortgage and equity release. The service has been very professional, efficient and cost effective. Highly recommend organisation.
Helpful Report
Thank you very much for the excellent service. Much appreciated
Helpful Report
Great service. Helped us secure the right mortgage for our current situation, going more than the extra mile in getting it sorted! Highly recommended.
Helpful Report
I had a fantastic experience using this company, never have I had such a smooth process for a re-mortgage before and I will use them for all future re-mortgages. The team are efficient, responsive and really on top of your whole case. Keeping you updated throughout and contacting/chasing your legal team on your behalf. They made it hassle free and I couldn't be happier with their service. No improvements required, just keep providing your fantastic service! Stephanie Rayworth
1 Helpful Report
Thank you for your lovely feedback Stephanie, we was more than happy to assist with your mortgage advice and process. Feedback helps us to keep our team motivated and also improve in areas for yours and future customers experience moving forward with Fortune Financial. Enjoy your new mortgage.
We are really pleased with the service we have received. We had a complicated case with one of us having diabetes and Fortune Financial dealt with it well and efficiently, working hard to ensure we stayed within our budget. Thank you very much for all your help, especially Anastacia.
Helpful Report
Great service! Made everything so easy would recommend.
Helpful Report
Team provided a Fast, efficient and friendly service; kept fully informed throughout the process. Excellent product offering and support. Fully recommended!
Helpful Report
Great customer service. Really friendly and knowledgeable.
Helpful Report
Super advice, highly recommended for mortgage services. Big thank you to Moyna & Rachel who progressed our case x
Helpful Report
Excellent experince with the Fortune Financial team!!! Really professionable and knowldgeable. Organising protection for my family was easy, simple and straight forward. Highly Recommended!!
Helpful Report
Fortune Financial Planning were very professional and delivered a portfolio of products which met my needs. They took on board my personal circumstances and were able to provide a number of options for consideration. I would happily recommend them to others.
Helpful Report
Great team, top service. Highly recommended
Helpful Report
Great service and speedy set up of insurance.
Helpful Report
Really nice company who sorted out our remortgage. Really straightforward to do and good communication from the team. They worked hard to get it through as quickly as possible for us and even our solicitors praised them for being on top of it throughout. Would never waste time filling in the forms and going through the tedious process of trying to find the "right mortgage" again on our own when Fortune Financial do it all for you. Stress free.
Helpful Report
Mark at Fortune Financial has always been fantastic, recommending the right products and finding them at the right prices for us. I always highly recommend them to anyone who is looking for financial advice.
Helpful Report
Great customer service. Would definitely recommend fortune financial planning. They are also very professional.
Helpful Report
A very professional, personal experience when trying to sort out my critical/life cover. Anastasia was a star, helping me through anything i wasn't sure about, and making sure she found the best policy. Nothing was too much really was a pleasure dealing with her. Would totally recommend Anastasia and fortune financial in the future.
Helpful Report
Anastasia was great!
Helpful Report
Fortune Financial Planning is rated 4.94 based on 65 reviews