Steven Burgess

About

I have been in the financial services industry for over 10 years. Working in various roles that include advising on company / individual health insurance, protection insurance, mortgages and wealth management. At Fortis I love the difference we can make in someone's life whether that is buying their first home or planning their retirement and making sure money wont run out. Being able to enjoy their hard work and build up of wealth. The financial planning is a long term relationship with clients to make sure the plan stays on track no matter what life throws at you. We pride ourselves on being part of that and truly value the relationships we have with all of our clients. I have a young family and I know how important it is to keep them protected and plan for the future because it will come round quick! Fortis Financial Planning Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Approved by The Openwork Partnership on DD-MM-YY. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with everything from buying your first property, to remortgaging, or funding investment in property. Warning: YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority. Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.