Fortis Financial Ltd
As a group we believe passionately that we can help people live the best financial life they can. We know that life is busy, we know people know they should take care of their money and we know that it's always somewhere near the bottom of the to do list to get these things done. At Fortis we take our time to get to know our clients and their families because only then we can know what financial plans are required to allow them to get on with being busy with their careers and families knowing that we've taken it off the to do list. We believe it's vital to embark on a long-term relationship with all clients because we know only too well that life throws all sorts of changes and obstacles in the way which need to be navigated effectively. Whether people need to consider which is the best mortgage for their needs, how to most effectively save for retirement, insure themselves against a financial disaster or to ensure they are invested in the correct risk profile, we can offer advice on a broad spectrum of tools and then take care of the implementation and management of whatever financial plans are necessary. We, ourselves, want to live as comfortable a life as possible knowing that we are saving, investing and are insured to protect our families and we want to spread these things to our clients.
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Verified contacts
8
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
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Distinct roles
8
indexed titles
Tech stack
1
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Monthly traffic
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- FO
Frederick Ortiz
Director · General Business & Management
EmailPhone - CM
Chelsy Martin
Practice Manager · Operations
EmailPhone - RB
Robert Barclay
Mortgage and Protection Adviser · Finance & Accounting
EmailPhone - SM
Shannon Morgan
Trainee Mortgage Adviser · Finance & Accounting
EmailPhone - TG
Thomas Guthrie
Financial Adviser · Finance & Accounting
EmailPhone
Showing 5 of 8 verified contacts
Top roles at Fortis Financial Ltd
8 distinct titles indexed · top 8 shown.
- 1chartered accountant
- 1director
- 1financial adviser
- 1gepensioneerd
- 1mortgage & protection administrator
- 1mortgage and protection adviser
- 1practice manager
- 1trainee mortgage adviser
Sign up to unlock all 8 contacts at Fortis Financial Ltd
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