Wealth Management

Why choose Fortus Wealth Management?

Our wealth management service provides tailored, whole-of-market advice strategically designed to meet the financial goals of both individuals and business owners.

As part of the wider Fortus group, we’re uniquely placed and seamlessly integrated with the tax expertise of our accountants and business advisors, ensuring a holistic approach to your financial wellbeing.

We understand that wealth management can feel complex and overwhelming, which is why we position ourselves as your trusted guide - whether you're planning for retirement, seeking investment opportunities, or looking for effective Inheritance Tax strategies. Our focus is on building long-term, bespoke financial plans that provide clarity, confidence, and control over your financial future.

Tax planning and trusts

Investment management and estate planning

Grant funding

Protection and assurance

Retirement planning

Divorce and separation

How we can help

Funding growing companies that can offer attractive tax breaks for the investor - both Venture Capital Trusts and Enterprise Investment Schemes offer a 30% upfront tax relief payment. VCTs also offer a tax free dividend income, whilst EIS can be applied to previous tax years.

Various types of pension structures to suit all. From clients who want pension funds recommended by an advisor, those who want to hold commercial property or land within theirs, to others who want total control over their own funds - we can advise for and accommodate a full spectrum of options.

Have your money work in the way you need it to. We offer independent, whole-of-market advice using a variety of structures including: ISAs, unit trusts, mutual funds, investment bonds and off-shore investment bonds. Depending on your requirements, we aim to grow your capital at a rate at least in line with inflation.

Our corporate investment planning services are designed to help your business make informed, strategic decisions that support long-term growth and financial stability. We take a comprehensive approach - assessing your risk tolerance, cash flow requirements, and overarching business goals - to develop tailored investment strategies that align with your broader objectives. Our overarching aim is to create opportunities for enhanced returns while ensuring your risks are effectively managed.

Allay any 'tax-trap' fears and streamline your potential tax burden. Inheritance Tax (IHT) is charged to the estate left behind when someone passes away - including money, property and possessions. We've advised hundreds of clients on IHT-mitigation, covering a wide array of circumstances.

What will happen to your family when the unexpected and unthinkable happens? Will they be taken care of? Who’s going to support them financially?

These are all important considerations for the security of your family and your own peace of mind. We’re here to help you draw up careful protection plans which can involve looking at life protection, critical illness, and income protection, but above all, it’s about what’s most important to you and the standard of life you secure for your loved ones.

I’ve worked with Fortus on several wealth management projects, including a SASS and bespoke cash platform. Fortus are knowledgeable, strategic, and genuinely invested in understanding my full financial picture. Their advice is thoughtful and long-term focused. I’d confidently recommend them to anyone seeking trusted, high-quality financial guidance.

Sunil Mehta

Private client

I have been delighted at the level of personal service provided by Fortus, they have given me a focused and tailor made service missing from my previous advisors. I have no hesitation at giving them 10 out of 10.

James Horlock

Private client

Our Wealth Management team

Dom Marley

Director - Head of Wealth Management

dom.marley@fortus.co.uk

Caz Barr

Paraplanner

caroline.barr@fortus.co.uk

Get in touch

We’d love to hear from you.

Whatever your industry or business size, if you're looking to grow and are open to new possibilities, we're here with the support and expertise to help you reach your potential.

Get in touch