FORTIS WEALTH INSIGHTS Independent Financial Insights & Education

Thanks for getting back to us

Let's find you
the right adviser.

You replied to our note, so here's the short qualification step before we book anything in. It takes less than 90 seconds, and helps us match you with the most appropriate FCA-authorised adviser in our network.

  • Under 90 seconds
  • FCA-authorised advisers only
  • No obligation

Our network draws on established, regulated firms including True Potential, AFH, Mattioli Woods, Quilter, New Leaf and Julian Harris, among others. Wherever you're matched, it's with a name you can look up and trust.

A quick note on that middle point: "FCA-authorised" means regulated by the UK's Financial Conduct Authority, the body that oversees financial advice in the UK. It's the baseline check worth doing before you take advice from anyone.

01

A few quick details

Nothing complicated. Just enough for us to reach out properly.

+44

UK numbers only for now. Just enter the number after the +44, with or without the leading 0.

A ballpark is fine. We're not counting your house, pension pots you can't yet access, or anything you're not free to invest.

02

Almost there, one more step after this

A quick breakdown helps us match you with the right specialist.

Rough figures only, no account numbers or provider names needed. Leave anything blank that doesn't apply.

Number of schemes

£
£
£
£

Running total: £0

03

Last step

What would you like help with?

Pick anything that applies.

Helps your adviser prepare properly before you speak.

You're a good fit

You're in
good hands.

Thanks for confirming those details. Our team will get back to you really soon to book you in with the most appropriate adviser for your situation. No scripts, just a real conversation.

You'll be matched with someone from an established, regulated firm we work with, such as True Potential, AFH, Mattioli Woods, Quilter, New Leaf or Julian Harris.

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Thank you

Thanks for
stopping by.

Right now, our adviser network is built for people with at least £250,000 in investable assets, so we're not the right fit just yet. We appreciate you taking the time.

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