Fortuna Major
(2)
(2)
Pension specialists, excelling in all things relating to pensions including investments, final salary pension transfer advice, property purchase, self investment, company pensions, autoenrollment and drawdown. Also experts in annuities, equity release and inheritance tax planning.
2 customer reviews
Luke Rallings
Financial Advisors
Very quick response from their representative Simon Hall who was very happy to offer advice and guidance despite me just calling to have a quick chat over the phone.
Steve P.
Financial Advisors
Response good but decided to put a pause on action until the new Financial year
Declan Parker
Apart from the traffic issue, which will be sorted in the future. All round great area to go to for your needs.
Reviewed on Google Maps
Simon Hall
Really good service offered including receptionist, telephone, high speed wifi, short or long term lets available. Nice clean building with a friendly atmosphere, all sizes of room available
Reviewed on Google Maps
What do you love most about your job?
Meeting people, helping solve problems or even just identifying problems that could occur in the future without proper planning
What inspired you to start your own business?
It was my plan ever since I left University 30 years ago. I have been running my own business one way or another for 18 years now. I must be doing something right, most small businesses fail within 2 years?
Why should our clients choose you?
Expert knowledge and application in my chosen field of activity. Plus I'm quite easy to get along with too.
Pension Advice
Accumulating benefits, drawing pension tax efficiently, improving death benefits, final salary pension advice
Investing
Getting the most from your savings, investing for growth or income or a combination. Tax efficient investments, regulated investment advice
Inheritance Tax Mitigation
Increase the amount your beneficiaries receive by reducing the amount the tax man takes. Save up to 40% or more.
