Secure Your
Future with
Cork’s Trusted

Financial
Advisors

Guiding you to grow, protect, and enjoy the wealth you’ve worked hard to build.

Protect your future with our professional financial advisors

Years of Combined Experience

50+

99%

Client Satisfaction Rate

Clients

400+

Retirement planning

Are you confident your retirement plan will give you the lifestyle you deserve?

Investment & Savings

Are you sure you’re not paying more tax than you need to?

Personal Protection

If something unexpected happened tomorrow, would your family be financially secure?

Fortis financial Management

Your Future, Expertly Planned

At Fortis Financial, our mission is to provide bespoke financial advice tailored to the unique needs of high earners and professionals in Cork and beyond. As a boutique brokerage, we specialise in comprehensive wealth management and strategic retirement planning, delivering expert guidance with discretion, integrity, and personal service. We are committed to building lasting relationships, empowering our clients to secure, grow, and enjoy their wealth with confidence and clarity—today and into retirement.

Qualified Expertise

Our advisors hold recognised professional and academic credentials — including B.Comm, MBS, and QFA qualifications — guaranteeing advice you can rely on.

Proven Trust

Over the years, we’ve built long-standing relationships with clients across Ireland, guiding them through life’s financial decisions with honesty and care.

About Us

Financial advice designed for your goals, your life, your future

At Fortis Financial Management, we help individuals, families, and business owners make smarter financial decisions — guiding you to grow, protect, and enjoy your wealth with confidence.
Our advice is always independent, transparent, and tailored to your unique goals.

We Help Your Money Work Smarter

Your goals drive everything we do. Through tailored, goal-based financial planning, we align your savings and investments to deliver stronger, more consistent long-term growth.

We Help You Reduce Unnecessary Tax

Keep more of what you earn. Our proactive tax strategies structure your finances efficiently and transparently — saving you money while staying fully compliant.

We Help You Protect Your Family

Life is unpredictable, but your family’s security shouldn’t be. We design personal protection plans that safeguard your loved ones and provide stability through life’s uncertainties.

We Help You Access Better Value

As financial advisors, we compare financial products across the entire market to find the best-fit, lowest-cost solutions — always chosen with your interests first.

Our Services

Expert financial guidance designed to protect, grow, and strengthen your future.

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 & Savings

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.

Pension Auto Enrolment

To increase private pension coverage the Minister for Social Protection has introduced into law the requirement for an automatic pension enrolment scheme for almost all employees in the county.

Shareholder Protection

To increase private pension coverage the Minister for Social Protection has introduced into law the requirement for an automatic pension enrolment scheme for almost all employees in the county.

Keyman Insurance

To increase private pension coverage the Minister for Social Protection has introduced into law the requirement for an automatic pension enrolment scheme for almost all employees in the county.

Death in Service

To increase private pension coverage the Minister for Social Protection has introduced into law the requirement for an automatic pension enrolment scheme for almost all employees in the county.

Speak to a Financial Advisor

Start building a more secure financial future with personalised, expert advice.

Our Latest Blogs

Retirement Planning

Retirement planning in your 30s

Retirement Planning

Saving for Retirement in Your 50s – What to Focus On

Retirement Planning

Government & Pension Tax Relief — What You Need to Know

What Our Clients Say

We’re proud to support our clients with clear, professional financial advice tailored to their individual needs. See what our clients have to say about their experience with Fortis Financial Management.

    
 
 
       Posted on Google  
   
   natalie shalson 
 
 
 
 Trustindex verifies that the original source of the review is Google. Really great experience. Conor has been professional, thorough, and proactive, as well as managing to successfully help us with something which two other companies previously weren't able to. I would definitely recommend
  
 
      Posted on Google  
   
   Natalia Trojan 
 
 
 
 Trustindex verifies that the original source of the review is Google. I had a very positive experience with Fortis Financial Management. Conor has provided me with a fast and friendly service in relation to my pension. All my queries were explained clearly and five star guidance provided through the best suitable options for me. Much appreciated.
  
 
      Posted on Google  
   
   Ian Twohig 
 
 
 
 Trustindex verifies that the original source of the review is Google. I was introduced to Conor and the Fortis team only recently, but since that first interaction everything has been smooth sailing. Conor talked me through all options available to me, and was always quick to follow up via email. Not having the financial literacy to understand processes and best practices with private pensions, Conor took his time and clearly explained everything to me. I'll certainly be dealing with Fortis going forward as there's a level of comfort dealing with Conor and the team.
  
 
      Posted on Google  
   
   Blake O Gorman 
 
 
 
 Trustindex verifies that the original source of the review is Google. 10/10 Service - very accommodating in assisting pension set up. I dealt with Conor Tobin who was extremely helpful.
  
 
      Posted on Google  
   
   Simon O'Shea 
 
 
 
 Trustindex verifies that the original source of the review is Google. Fortis Financial provided clear, well-structured advice and helped us secure the right life insurance and mortgage protection, balancing risk, suitability, and long-term financial security. Gerry’s guidance balanced coverage needs and affordability, helping my wife and I choose the most appropriate protection for our circumstances. I’d recommend booking an appointment with the guys if you haven’t yet bit the bullet with some forward looking decision making!
  
 
      Posted on Google  
   
   Brendan Cronin 
 
 
 
 Trustindex verifies that the original source of the review is Google. First time dealing with Fortis Financial, Conor was helpful, professional and knowledgeable. No hesitation in recommending them.
  
 
      Posted on Google  
   
   Eoin Hallinan 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very knowledgeable and professional advice with the clients interests put first.
  
 
      Posted on Google  
   
   Tricia Long 
 
 
 
 Trustindex verifies that the original source of the review is Google. I had a great experience with Fortis Financial. Conor and Gerry were brilliant to deal with the whole way through. They explained everything clearly, were always happy to answer any questions I had, and really put my mind at ease. The whole process was much less stressful than I expected thanks to their help. I’d have no hesitation recommending Fortis Financial to anyone looking for honest, professional financial advice.
  
 
      Posted on Google  
   
   Liam O'Donnell 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very happy with the service and team at Fortis Financial Management. Very well informed, personal service and extremely helpful.
Can't recommend them enough.
  
 
      Posted on Google  
   
   Eoin O'Keeffe 
 
 
 
 Trustindex verifies that the original source of the review is Google. I had a fantastic experience with Conor at Fortis. He helped me organise and transfer my pension from my previous employers into my new job, and he made the whole process incredibly straightforward. Conor was professional, knowledgeable, and took the time to explain everything clearly, making sure I fully understood each step. He really went above and beyond to make what could have been a complicated process feel simple and stress-free. I couldn't recommend Conor and the team at Fortis highly enough. A fantastic company to deal with!

Eoin
Glanaco