Outstanding business and licensing services for great financial planning practices
At Fortnum, we license and service, leading and client-focussed financial planning practices that want to be part of an advice community that grows and develops together.
We are known for our caring, energetic approach, adviser-aligned licensee ownership and a highly collaborative community of financial planning practices. We provide freedom within a proven framework which has a robust approach to risk and governance that creates opportunity for financial planners to build their ideal financial planning business.
The Fortnum Advantage
Our four key licensing pillars
become a fortnum practice
We are entrepreneurial partners who care about our advice community. Passionate and committed, we explore innovative ways to assist our advisers. We have a professional advice community where together, we and our financial planners, can share ideas for finding better solutions for all.