Mortgages & Protection
We have access to the whole of market. This means we can source suitable mortgages for most situations.
Planning & Investments
We will offer to do a full fact find to ascertain your needs and objectives. This will include a “Risk” assessment.
We can help with company pensions, personal pensions, SIPP, Annuities, Income Drawdown and Alternatively Secured Pensions.
We specialise in face to face quality, professional financial advice that you can trust.
At Fortress Financial Services We Aim to
Kenneth has been involved with Financial Services since 2005, firstly based in Limavady before moving to Carrickfergus as a Multi–tie Representative in 2006. His current company, Fortress Financial Services was registered in 2007 and he is registered as a Restricted Financial Adviser. He has completed the Diploma in Financial Planning (Dip PFS) having been successful in exams on Taxation, Investment and Risk and Pensions.Contact Us Now
Fortress Financial Services are an appointed representative of Quilter Financial Services and Quilter Mortgage Planning, which are authorised and regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate auto enrolment, inheritance tax planning, trusts & wills.