Fortis Financial Planning - Guildford

Fortis Financial Planning

Address: First Floor, Unit 5, Fortis Financial Planning, Paris Parklands, Guildford GU2 9JX, United Kingdom.

Phone: 1932300321.

Website: fortis-financial-planning.co.uk.

Specialties:

Financial planner and Mortgage broker.

Other points of interest:

Wheelchair accessible restroom, Restroom, Appointment required.

This company has 10 reviews on Google My Business.

The average opinion is 5/5.

Characteristics and Information:

Fortis Financial Planning is a reputable financial planning firm based in Guildford, United Kingdom. They offer a range of services, including financial planning and mortgage broking. The company is wheelchair accessible, and clients can make appointments to meet with advisors.

The team at Fortis Financial Planning is dedicated to helping clients achieve their financial goals. They take a personalized approach, taking the time to understand each client's unique needs and circumstances. This allows them to provide tailored advice and guidance, ensuring that clients make informed decisions about their financial futures.

One of the standout features of Fortis Financial Planning is their expertise in mortgage broking. The company has a deep understanding of the mortgage market, and their advisors are well-placed to help clients secure the best possible deals. Whether it's a first-time buyer or an experienced investor, Fortis Financial Planning can provide expert guidance and support every step of the way.

Another key benefit of working with Fortis Financial Planning is their commitment to customer service. The company understands that building trust and rapport with clients is essential, and they take the time to listen to each client's needs and concerns. This personalized approach helps to build strong relationships, ensuring that clients feel confident and supported throughout the financial planning process.

Why Choose Fortis Financial Planning

There are many reasons why clients choose Fortis Financial Planning. Here are just a few:

• Expertise: Fortis Financial Planning has a team of experienced advisors with a deep understanding of the financial planning and mortgage broking markets.
• Personalized service: The company takes a personalized approach, taking the time to understand each client's unique needs and circumstances.
• Customer service: Fortis Financial Planning is committed to building strong relationships with clients, ensuring that they feel confident and supported throughout the financial planning process.
• Wheelchair accessible: The company is wheelchair accessible, making it easy for clients to visit and meet with advisors.

Contact Information:

Address: First Floor, Unit 5, Fortis Financial Planning, Paris Parklands, Guildford GU2 9JX, United Kingdom.

Phone: 1932300321.

Website: fortis-financial-planning.co.uk.

👍 Reviews of Fortis Financial Planning

William T.

5/5

Darren and Cecilia recently helped me and my wife secure a mortgage. They were both great to deal with and made the process very straightforward. We received a positive offer within a week and couldn’t have been easier to deal with. Would highly recommend Darren as an advisor, he guided us through various options and was able to find us a great deal

Bubbits

5/5

A big recommendation for mortgage advice from Graham and Cecilia at Fortis Financial Planning. Its been many years since we last applied for a mortgage and the Fortis team had a great mix of telephone calls, video calls, email and online portal access to make sure we were up-to-date at all stages of our mortgage application. We achieved a great mortgage deal which met all our requirements. Many thanks to all the team for a professional, easy and enjoyable process!

Abigayle B.

5/5

Graham and Cecilia have been a pleasure to work with, helping us secure our first mortgage quickly. They kept us regularly updated and were helpful throughout the process, which couldn't have gone smoother. We will definitely be recommending Fortis Financial Planning to others!

Richard M.

5/5

Graham and his team namely Cecilia and Lorraine have been amazing.
They helped me purchase my first home, keeping me in the loop and guiding my at every step of the way. Cannot recommend them highly enough. If you need financial advice, look no further.

Tom L.

5/5

Darren Austin from Fortis stands out above all other mortgage brokers we have used before - he is so dedicated and supportive through all the ups and downs of buying a house and we honestly couldn’t have navigated it without him. He provides timely advice with expert knowledge and first class customer service. We could not recommend Fortis Financial Planning more highly - thank you!

Tony M.

5/5

Fortis Financial Planning are a pleasure to deal with. Always providing excellent, timely, straight forward advice and they make the process (of my mortgage review) seamless, minimising paperwork and relieving any stress. I would highly recommend using their services.

Marcel T.

5/5

We were recommended this firm by a friend who has been using them for nearly 10 years!

The service was impeccable and everyone was very responsive and helped us secured great mortgage rates.

Liane S.

5/5

Very happy with the advice and help from Cecilia and Graham when dealing with our new mortgage.