Skip to content Skip to footer

Protect your future with our professional financial advisors

Years of Combined Experience

50+

99%

Client Satisfaction Rate

Clients

400+

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

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

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

Forties financial Management

Your Future, Expertly Planned

At Fortis Financial, our mission is to provide bespoke financial advise 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.

Independent Advice

As an independent financial advisory firm, we’re not tied to any one provider. Our recommendations are impartial and tailored solely around your best interests.

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.

2025-12-11 Fortis-8
2025-12-11 Fortis-29
2025-12-11 Fortis-4
2025-12-11 Fortis-2

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 independent 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.

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.

Determining the risks and exposures that you and your family face, particularly in the event of death, illness or inability to work.

Small and medium businesses face many insurable risks such as fire, theft, flooding, damage to stock etc.

Investing your money is a decision that should be taken carefully and it is our role to fully understand and appreciate your financial goals.

Planning for the next generation is becoming a very popular and key part of financial planning.

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.

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.

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.

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

Contact Us

Have questions?
Get in touch!

Speak with a qualified adviser and get the clarity you need.

Fortis Financial Management,12 Cook Street, Cork,T12 FH72.


    Subscribe for the updates!