Fortune Financial Planning Reviews

4.94 Rating 64 Reviews
98% of reviewers recommend Fortune Financial Planning

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

Are you a business owner?

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
BOOM! Your review is being processed!

Thank you for helping other customers to make an informed decision.

Why not write another review on a recent company you have used and be in with a chance to win £250 Amazon Gift Card. Review Another Company

Merchant Metrics
This data is produced by analysing genuine customer experiences. It is not a guarantee of the company.
Shipping & delivery
delivery methods
Postal Service
Customer Service
communication channels
Telephone, Live Chat, Email
queries resolved in
Under an hour
"It was a good offer and would re avail your services"
Helpful Report
"Everybody is very helpful at Fortune Financial especially Rachel.. thank you."
Helpful Report
"Very efficient, professional and ambitious to deliver for the customer , well recommended."
Helpful Report
"5 star services"
Helpful Report
"Perfect 👌"
Helpful Report
"Knowledgeable team, everyone I spoke to was very helpful and friendly. Excellent service. Would highly recommend"
Helpful Report
"Fortune Financial Planning helped every step of the way purchasing my first home , they made every simple for me. I will continue to recommend them to friends and family for all financial needs ."
Helpful Report
"Amazing service from start to finish front Fortune Financial. Explained in great detail the options available to us and helped us make sure we made the right decision for our mortgage moving forward. Kept us informed regularly, extremely happy with the service."
Helpful Report
"Friendly, helpful and super quick to respond. So thankful for all your teams help!"
Helpful Report
"Very good service and highly recommended"
Helpful Report
"Fantastic reliable friendly service fully recommended"
Helpful Report
"Team was very friendly and helpful ."
Helpful Report
"Emma made my mortgage journey an amazing experience. Being a first time buyer I was so nervous and nieve but Emma explained everything to me until I understood the whole process. Very happy with the whole service from Fortune Financial Planning!"
Helpful Report
"Great service from start to finish Mark and his team or the best at what they do"
1 Helpful Report
"Excellent and friendly staff"
Helpful Report
"Great prompt service and pleasant staff"
Helpful Report
"5 star service"
Helpful Report
"After getting married we decided it was time to get some life insurance set up so that my husband or I had some financial stability if anything were to happen to either of us. Anastasia came to our house in the evening and talked us through the different types of products that we could have and tailored a plan to suit us - and she even saved us money on our home insurance. Would definitely recommend."
Helpful Report
"Fantastic level of Service through out my mortgage and protection applications. The designated case progression team were always on hand to deal with my concerns. I couldn't ask for a more efficient team. Thank you so much for all your help."
Helpful Report
"I was recommended Fortune Financial by a friend who had recently used them. This was my first mortgage and so I was a little clueless to the process. I found Emma lovely, she was patient and explained things slowly (for my benefit). Customer Service was excellent, with constant updates as to how my mortgage was progressing. I could not fault this company they really were 5 out of 5."
Helpful Report
Fortune Financial Planning is rated 4.94 based on 64 reviews