Fortune Financial Planning Reviews

Name: Fortune Financial Planning
Address: Alexander House 40a Wilbury Way, Hitchin
Rating: 4.78

4.8 Rating 147 Reviews

96 %

of reviewers recommend Fortune Financial Planning

Company Reviews

Questions

Metrics

4.8

Based on 147 reviews

Shipping & Delivery
Delivery Methods	Postal Service
Customer Service
Communication Channels	Telephone, Live Chat, Email
Queries Resolved In	Under An Hour

Visit Website

Phone:

02036930544

Email:

info@fortunefinancial.co.uk

Location:

Alexander House 40a Wilbury Way
Hitchin
SG4 0AP

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Fortune Financial Planning 3 star review on 31st May 2025

Fidelis

Fortune Financial Planning 4 star review on 16th April 2025

Anna Manuel

Anonymous

Anonymous // 01/01/2019

Sort by: Most Recent Most Recent Highest Rated Filter: None None 5 Stars 4 Stars 3 Stars 2 Stars 1 Stars Helpful

“A very professional, personal experience when trying to sort out my critical/life cover. Anastasia was a star, helping me through anything i wasn't sure about, and making sure she found the best policy. Nothing was too much trouble..it really was a pleasure dealing with her. Would totally recommend Anastasia and fortune financial in the future.”

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Posted 6 years ago

“Anastasia was great!”

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Posted 6 years ago

“Definite 5 stars! Great friendly and personable service. Advised to take vitality life insurance which feels like the gift that keeps giving. Provides my family with the security in the future and also top quality rewards such as Starbucks, cinema tickets, half price trainers and much more. I’m currently remortgaging and confident this company will get me the best possible deals. Thanks”

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Posted 6 years ago

“Fantastic service, everything was explained thoroughly and I felt like I got the best deal for me.”

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Posted 6 years ago

“Excellent service throughout. Would highly recommend.”

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Posted 6 years ago

“Mark and his team deliver nothing but a fantastic service and no matter what the financial situation you are in, they work tirelessly to ensure you get the best deal. Ever since Mark secured my first mortgage, I’ve had nothing but confidence in their company knowing that my finances are secure and in their interest. Won’t be going anywhere else.”

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Posted 6 years ago

“The team at Fortune Financial Planning are professional and friendly, and really know their stuff.”

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Posted 6 years ago

“Very efficient service, informative and very friendly staff. Many thanks to Kelly.”

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Posted 6 years ago

“Excellent service really pleased”

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Posted 6 years ago

“Great service, would definitely recommend them, Kelly was friendly & informative & I had my call back a week later exactly on time. Many thanks. Steven.”

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Posted 6 years ago

“I thought the delivery of the customer service was excellent, with time always being limited, they were able to give a short, concise price and explained the services offered perfectly. When my renewals are due I will be happy to be contacted by them again. Thank you Mrs Cave”

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Posted 6 years ago

“Recently arranged life insurance policy, they kept me up to date from start to finish. Would defo recommend. *****”

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Posted 6 years ago

“My previous review was meant to show 5 stars. Would give it 10 if I could! Thanks Kelly and all the team, you are amazing.”

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Posted 6 years ago

“Excellent service, can not recommend highly enough. We were looked after by Kelly, who was highly knowledgeable, friendly and extremely helpful. Thank you so much.”

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Posted 6 years ago

“Fantastic service and products offered by fortune finance. Can’t stress enough how informative and helpful the team have been for us in sorting out our finances. Especially great customer service and feedback received from Kelly.”

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Posted 6 years ago

“Cade set my Vitality plan up and I love it!! Showed me how to get my Apple Watch for next to nothing and now I’m obsessed with tracking my steps everyday! Fantastic advice on what insurance was best for me and my family and took me through my plan in detail. Would recommend!”

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Posted 6 years ago

“Mark called to see us as we felt our finances were in bad need of a review. Not only did he bring us up-to-date with our police's etc... he also saved us money as well. And all of this with a smile. Fortune Financial have restored our piece of mind, superb.”

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Posted 6 years ago

“Mark and the team at Fortune Financial Planning managed to get me specialist life insurance at a price that no-one else could get it, the service was 2nd to none and I happily recomend them for all.”

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Posted 6 years ago

“Sam helped me and my girlfriend sort out our life and critical illness cover. And for me personally cover if I’m ill and off work. He gave us great advice and found the right deal within out budget. Couldn’t and for more.”

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Posted 6 years ago

“Emma Jane Brook is an excellent mortgage broker and a credit to your company. I am 72 years old. I applied to over twenty mortgage brokers for a loan and I was repeatedly turned down despite the fact that I am a solicitor in full time employment with no intention of retiring and with a deposit of over 50% of the purchase price. I was in each case told I was too old. Emma Jane obtained a mortgage for me on excellent terms which enabled me to purchase my dream apartment. A dream come true after trying for two and a half years unsuccessfully to obtain a loan. Perfect service, absolutely outstanding and also from Moyna Clark with her excellent back up support Peter Ross”

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Posted 6 years ago

Fortune Financial Planning is rated 4.8 based on 147 reviews