About Fortuna Major

"Fortuna Major" isn't just a password that lets you into Gryffindor House, it is Latin for "Greater Wealth" and that is what we strive to achieve for our clients and their descendants. We do this by looking for the most tax efficient way to hold your wealth and making sure you get the best return you can for the amount of risk you are prepared to take.

Please note, your capital may be at risk and investments should be for the medium/long term.

Money, at the end of the day is a man made concept.  It is essentially a means of exchange, but the value of it can change in an instant. We have been fortunate over the last 30 years or so that its value has changed relatively little in the UK, the average cost of items as measured by the Retail Prices Index is basically just under 3 times as much "money" as they would have been in 1988.†  If people lose confidence in a currency then the changes in "value" can happen very quickly. Basically inflation destroys the value of your savings, whereas a well diversified portfolio of different asset classes should protect the real "value" or wealth you possess.

Our advisers have been advising clients on average for over 30 years each, so they have seen 2 recessions (between 1990/92 and 2008/2009), numerous "Bull" and "Bear" markets and many changes in legislation over the years, helping our clients navigate a myriad of problems along the way.

“It’s far better to plan and prepare for possible problems rather than just react to them after they occur”

*Your capital may be at risk and investments should be for the medium/long term.
† Source: ONS, RPI (all items) from 01/09/1988 to 30/09/2018 = 278%.

 

  • The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties

    Fortuna Major Financial Planning

  • You are the focus of our business: You, your life, your family, your future

    Fortuna Major Financial Planning

Our Team

Find out more about our professional and experienced team - who they are, how they can help you and how you can contact them.

  • Our Team
    Simon Hall BSc (Hons), DipPFS
    Managing Director / Financial Adviser / Pension Specialist
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  • Our Team
    Marcus Dollimore. Cert PFS DipFA
    Director / Financial Adviser
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  • Our Team
    Giles Roper
    Financial Adviser
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  • Our Team
    Karen Newnham
    Senior Financial Planning Assistant / PA
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  • Our Team
    Penny Rye BSc(Hons)
    Financial Administration Manager
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  • Our Team
    Nick Wojcik
    Financial Planning Administrator
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  • Our Team
    Christian Dollimore
    Trainee Financial Adviser
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  • Our Team
    Louise Watts
    Office Administrator
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