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 1991 to 2021