We are: Professional Innovative Experienced
The right relationship
is everything.
Hello! We are Fortis Financial Management.
We are a team of financial planners dedicated to providing the highest standard of financial advice to individuals, families and businesses all over Ireland.
Care & attention given to every detail
At Fortis Financial Management we believe the key to mutual success is building strong and lasting relationships with our clients. Our approach ensures that all our clients have clear and achievable financial goals which are continuously reviewed to reflect their changing circumstances.
Tell us what is important to you?
We offer a range of financial services built around your ambitions, family and personal priorities.
Retirement Planning
Whether you are employed, self employed, a business owner or retired we can work with you in determining the most appropriate and efficient plan for your circumstances.
Personal Protection
Determining the risks and exposures that you and your family face, particularly in the event of death, illness or inability to work.
Business Protection
Small and medium businesses face many insurable risks such as fire, theft, flooding, damage to stock etc.
Investments & Saving
Investing your money is a decision that should be taken carefully and it is our role to fully understand and appreciate your financial goals.
Succession Planning
Planning for the next generation is becoming a very popular and key part of financial planning.
Let’s discuss your financial future!
Contact us today and request a consultation with one of our experienced financial advisors.
