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Fortnum considers it paramount that your clients’ best interests are at the heart of our advice services.

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Fortnum Professional Advice Framework

Fortnum has custom-built an operational framework for the provision of advice which delivers improved client outcomes.

The fundamental purpose of the new framework is to give advisers the tools to uncover what’s really going on in a person’s financial life because, unless an adviser fully understands a client’s situation, they’re not in a position to act in their best interest. We believe the best way for advisers to meet their regulatory obligations is to look at the client through a professional lens, not a legislative lens. They must really get to know them in order to determine the advice they require.

 

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Adviser Testimonials

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