With Fortis Private Wealth

Our commitment to you is that we will always keep your personal interests at the heart of what we do.

We take the time to get to know you through the course of our working relationship, allowing us to take on the stress of planning for your financial future.

For new clients, we offer no obligation consultations to get to understand your financial position and what matters most to you.

Our Ongoing Relationship

Once we establish your client account, we will keep in touch with you in the following ways:

• Meeting at least once a year, to review and adjust your financial plan to truly deliver on what is most important to you
• Meetings can be held either face to face or virtually, depending on your situation and preferences
• Keeping you informed of news, events and updates that truly matter to you
• Events programmes to help you develop your knowledge, or to connect you with like-minded contacts to develop your circle

There When You Need Us

We are open from 8.30am to 5pm Monday to Friday, and we will respond to you within 48 working hours

We can meet remotely, or in person where appropriate

You can access your online account via the SJP App 24 hours a day, 365 days a year

We also provide the use of Docusign and encryption to allow you to securely manage your wealth on the go