Financial Fortress Reviews 

22
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TrustScore 4.5 out of 5

4.6

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Rated 5 out of 5 stars

Last year, I took my elderly parents to see the team at Financial Fortress to help consolidate my parents’ finances and make the management of them easier for their retirement years. Wayne and his t... See more

Rated 5 out of 5 stars

I've been employed all of my working life, never really had money to splash around, paid into my company pension but never had a final salary pension unfortunately. Yes, most of the time the comp... See more

Rated 5 out of 5 stars

Wayne and the team were incredibly helpful in advising on my financial matters. Can strongly recommend speaking to them about they can help. I'm sure they will be able to with impartial advice. They a... See more

Company replied

Rated 5 out of 5 stars

Excellent outstanding service from Wayne and the team at Financial Fortress. Having wanting to invest from our house sale Wayne provided us with all the help and guidance on on the best options for u... See more

Company replied

Company details

  1. Financial Consultant
  2. also in
  3. Investment Service
  4. Mortgage Broker

Written by the company

At Financial Fortress, we believe financial planning doesn’t have to be confusing, complicated or intimidating. Based in Chester, we provide clear, jargon-free financial advice that is always no-cost and no-obligation, tailored to your needs. Our services include: • Pensions and retirement planning. • Mortgages and protection. • Investments and wealth planning. • Business and protection advice. • Later life planning. We support clients across Chester and the UK. Our mission is simple: to help you take control of your finances with confidence. We focus on long-term relationships and practical, easy-to-understand advice that gives you clarity, confidence and control - because informed clients make the best decisions.


Contact info

4.6

Excellent

TrustScore 4.5 out of 5

22 reviews

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4.6

All reviews

(22)

21 reviews in the last 12 months

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Rated 5 out of 5 stars

I've been employed all of my working…

I've been employed all of my working life, never really had money to splash around, paid into my company pension but never had a final salary pension unfortunately. Yes, most of the time the company contributed to my pension pot, which helped. Life was busy enough without me being interested in my pension future, it was sorted, right? What happened?
Well, I got older and due to company schemes changing I had a couple of separate pension pots. So in 2020 I did one of the best things I should have done a lot earlier... I went to see a Financial Advisor and it just happened to be Financial Fortress.
The first thing that happened was, I learnt a lot about pensions and became more aware of my financial future.
I allowed FF to manage my pension pot and they made my money work so much harder for me than it had ever done before. Yes they take their share of my money, which is less than the big boys, but with that I have "free" unlimited access to any financial advice I feel I need. Whether that is for me personally or my family, it was there.
On a yearly review, I talk to the same advisor as previous years and talk about more than money.
Thanks to everyone at Financial Fortress I'm in a much better position than I would have been and I can't recommend them enough. Cheers

24 September 2026
Unprompted review
Rated 5 out of 5 stars

First Annual Review

Last year, I took my elderly parents to see the team at Financial Fortress to help consolidate my parents’ finances and make the management of them easier for their retirement years. Wayne and his team were just brilliant and talked us all through options, in plain speak, making decision easy to understand. 12 months later, we’ve just been for our first annual review and it’s just so reassuring to know that my parents’ finances are in good hands!! All of the Financial Fortress team are great but in particular Steph has been in contact regularly over the past year and has always been so professional, patient, thorough and friendly! Thank you from me for all your time and care … it means a lot with sometime so important!

Would definitely recommend!

17 September 2026
Unprompted review
Rated 5 out of 5 stars

First 12 months.

Financial Fortress have been advising us for just over 12 months on our pensions and investment portfolios.
We have found them to be professional, approachable and knowledgeable. During our meetings they have communicated at an appropriate level, understanding our needs in a friendly and relaxed setting.
We appreciate the guidance they have provided to us both.
Kate & Martin

9 September 2026
Unprompted review
Rated 5 out of 5 stars

Excellent service from Wayne and the…

Excellent service from Wayne and the team at Financial Fortress. Wayne provided me with all the help and guidance on the best options for my financial situation. The team are all very professional, knowledgeable and approachable. I would highly recommend Financial Fortress.

18 August 2026
Unprompted review
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Reply from Financial Fortress

THank you Peter and it's been a plasure to support you with your finances.

Rated 5 out of 5 stars

We have always felt are money is in…

We have always felt are money is in safe hand very professional but alway explain in detail but in normal speak so you understand what is going on Wayne and his team are very friendly and helpful I have been with Wayne for more than 20 years and that says in all

23 July 2026
Unprompted review
Financial Fortress logo

Reply from Financial Fortress

Thank you for your kind review, and providing straightfoward advice is what Financial Fortress is all about.

Rated 5 out of 5 stars

Excellent service as normal Wayne and…

Excellent service as normal Wayne and his team are brilliant at what they do and we now know our pensions and savings are in very competitive hands couldn’t recommend Financial Fortress enough in very comfortable surroundings aswell love your office 👍

23 July 2026
Unprompted review
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Reply from Financial Fortress

We appreciate you taking the time to leave a review and we're happy to have helped you with your pension plans.

Rated 5 out of 5 stars

Wayne and the team were incredibly…

Wayne and the team were incredibly helpful in advising on my financial matters. Can strongly recommend speaking to them about they can help. I'm sure they will be able to with impartial advice. They are always on hand to answer things quickly and everything is explained in laymans terms

22 June 2026
Unprompted review
Financial Fortress logo

Reply from Financial Fortress

Thank you Craig for taking the time to share your experience with Financial Fortress, and we're delighted we have been able to provide the help you needed.

Rated 5 out of 5 stars

Fantastic firm who we deal with…

Fantastic firm who we deal with regularly. A big shoutout to Andy. Ollie Law (Changing Home Owner)

22 May 2026
Unprompted review
Financial Fortress logo

Reply from Financial Fortress

Thank you Ollie, it's always been a pleasure working you and your team also.

Rated 5 out of 5 stars

Financial advice

Excellent outstanding service from Wayne and the team at Financial Fortress. Having wanting to invest from our house sale Wayne provided us with all the help and guidance on on the best options for us. Everything was explained to us thoroughly making the whole process easy and enjoyable. Also thanks to Steph for her help with phone calls and emails and making me feel i can call anytime and get any help i need .I can highly recommend Wayne and all at Financial Fortress a great team 5 star all the way.
Graham and Carol Parry

24 March 2026
Unprompted review
Financial Fortress logo

Reply from Financial Fortress

Thank you Graham and Carol for such a wonderful review. We’re so pleased Wayne was able to help guide you through your investment options following your house sale and make the process feel clear and straightforward throughout. We’ll also be sure to pass your lovely comments on to Steph, who will really appreciate the mention. Thank you again for your recommendation and for placing your trust in Financial Fortress.

Rated 5 out of 5 stars

I have an excellent experience working…

I have an excellent experience working with Andrew refinancing and mortgaging over 7 properties for me

Very professional service looking after my portfolio which is ever changing, understand the complexities, working to tight deadlines. Highly recommended company

25 March 2026
Unprompted review
Financial Fortress logo

Reply from Financial Fortress

Thank you for your fantastic feedback. We’re delighted Andrew has been able to support you with your property portfolio and provide professional guidance throughout your refinancing and mortgage arrangements. Your recommendation is much appreciated.

Rated 5 out of 5 stars

Annual financial review

Very professional and always ensures I understand all aspects of my portfolio

25 March 2026
Unprompted review
Financial Fortress logo

Reply from Financial Fortress

Thank you for your kind feedback. We’re pleased to hear you value the professionalism of our annual reviews and the clear explanations provided around your portfolio.

Rated 5 out of 5 stars

I had an excellent experience working with Kieran

I had an excellent experience working with my financial adviser on my pension planning. Hetook the time to understand my situation, explain my options clearly, and make sure I felt confident about every decision. His advice was practical, transparent, and tailored to my long term goals. I now feel far more secure about my retirement plans and appreciated his manner, care and professionalism they brought to the process. Highly recommended.

19 March 2026
Unprompted review
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Reply from Financial Fortress

Thank you for taking the time to leave such a detailed review. We’re delighted to hear Kieran was able to provide clear, tailored advice and help you feel more confident about your long-term retirement plans. Ensuring our clients feel supported, informed and reassured throughout the process is incredibly important to us, and your feedback means a lot.

Rated 5 out of 5 stars

Mortgage

Excellent service throughout can’t fault anything professional, friendly highly recommend

4 March 2026
Unprompted review
Financial Fortress logo

Reply from Financial Fortress

We’re delighted to hear you found the service professional and friendly throughout your mortgage journey. Your recommendation means a great deal to the whole team at Financial Fortress.

Rated 5 out of 5 stars

Highly recommended

Highly recommended – solid, independent advice.
I received clear and impartial advice with no pressure sales tactics. The service was professional, transparent, and reassuring throughout. 5 stars

3 March 2026
Unprompted review
Financial Fortress logo

Reply from Financial Fortress

Thank you for feedback. Providing clear, independent advice without pressure is exactly what we aim for, so it’s wonderful to hear you felt supported and reassured throughout the process.

Rated 5 out of 5 stars

Great service from the Financial…

Great service from the Financial Fortress team again. Many thanks to Stephanie and the rest of the team in assisting with a Pension transfer.

16 February 2026
Unprompted review
Financial Fortress logo

Reply from Financial Fortress

Thank you for your kind review and continued support. We’re so pleased Stephanie and the team were able to assist with your pension transfer and provide a positive experience once again. We really appreciate you taking the time to share your feedback.

Rated 5 out of 5 stars

Sound advice

Wayne was very approachable and informative. He gave good advice and quickly solved my issues.

9 February 2026
Unprompted review
Financial Fortress logo

Reply from Financial Fortress

Thank you for your lovely feedback. We’re delighted Wayne was able to help and make the process straightforward for you. Really appreciate you taking the time to leave a review.

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