Our founders, Amer Nazir and Dharmist Bathia, established Fortis Private Wealth with the sole objective of simplifying the complex world of finance. Fortis Private Wealth are delighted to be backed by St. James’s Place Wealth Management, who are a FTSE100 company trusted to look after £151bn of client funds are the UK’s leading wealth management company.

At Fortis Private Wealth, we do everything you expect your adviser to do. We want to understand your relationship with money and help you understand the psychology of investing while seeking financial freedom. We strive to build long meaningful relationships, which will help you go way beyond what you expect while receiving the professional service you are entitled to.

We work with clients like yourself to not only help you understand the psychology of saving and investing, but how you can also build and protect your wealth over the long term.

We work collaboratively to understand your relationship with money, providing peace of mind about your financial future through receiving advice of the highest quality. 

Our typical clients are professionals, business owners and high net worth individuals of all age. Our advisory team has the expertise to help you build and protect your financial future, all without the use of complex jargon. We know that as your wealth accrues, so does the fear of loss, therefore it is imperative you get the right guidance when building and protecting your wealth.

You may be seeking reassurance over yours and your family's future, understanding the complexities of pension planning, and making use of your savings and investments. Common issues we advise clients on are:

• Retirement planning (Can I afford to retire?) 
• Understanding pensions 
• Passing wealth on to my family
• Life cover and income protection 
• Investing for the long term 
• Inheritance Tax Planning 

We are confident that we can work together to provide the financial future you desire.