Our founders, Amer Nazir and Dharmist Bathia, established Fortis Private Wealth with the sole objective of simplifying the complex world of finance while delivering exceptional client service and outcomes.

We work with clients like yourself to not only help you understand the psychology of saving and investing, but how you can also build and protect your wealth over the long term.

Money can be an emotional topic and is a major cause of stress, fear and anxiety. Many of our clients require reassurance and guidance around their financial future. We work collaboratively to understand your relationship with money, providing peace of mind about your financial future through receiving advice of the highest quality. 

Our typical clients are professionals, business owners and high net worth individuals of all age. Our advisory team has the expertise to help you build and protect your financial future, all without the use of complex jargon. We know that as your wealth accrues, so does the fear of loss, therefore it is imperative you get the right guidance when building and protecting your wealth.

You may be seeking reassurance over yours and your family's future, understanding the complexities of pension planning, and making use of your savings and investments. Common issues we advise clients on are:

• Retirement planning (Can I afford to retire?) 
• Understanding pensions 
• Passing wealth on to my family
• Life cover and income protection 
• Investing for the long term 
• Inheritance Tax Planning 

Having worked with many professionals and business owners with a wide range of requirements. We are confident that we can work together to provide the financial future you desire.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.