Samantha Wilson - Fortune Financial Planning

Samantha Wilson - Fortune Financial Planning Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Samantha Wilson - Fortune Financial Planning, Financial service, Hitchin.

Merry Christmas 🎄This year I’ve spoken to so many people who just want one thing: peace of mind for their family.Thanks ...
23/12/2025

Merry Christmas 🎄
This year I’ve spoken to so many people who just want one thing: peace of mind for their family.
Thanks for trusting me to help with that. Have a beautiful Christmas and here’s to a strong and healthy 2026.

Fortune Financial Planning

Thinking about Private Medical Insurance?Christmas colds, winter bugs and long NHS waiting lists.If quick access to trea...
22/12/2025

Thinking about Private Medical Insurance?

Christmas colds, winter bugs and long NHS waiting lists.
If quick access to treatment is important for you or your family, Private Medical Insurance might be worth a look.

I help clients:
• Understand what PMI does (and doesn’t) cover
• Compare options for their budget
• Tie it in with other protection like life and income cover

Short, no-pressure chats available before Christmas if you want to explore this for 2026.

Message me with “PMI” and I’ll get in touch with some times.
07786068422
[email protected]

One less thing to worry about in January!December is hectic. January is… bills, statements and money stress.Sorting your...
19/12/2025

One less thing to worry about in January!

December is hectic. January is… bills, statements and money stress.

Sorting your protection now means one less thing weighing on your mind in the new year.

I can help you review:
• Life & mortgage protection
• Cover for serious illness
• Income Protection if you can’t work

No fee for a review. No obligation. Just straight talking advice from a Protection Specialist who works for you, not a call centre script.

07786068422
[email protected]

Imagine if Santa got signed off sick in December.No presents. No magic. Lots of chaos.Now swap Santa for you.If illness ...
18/12/2025

Imagine if Santa got signed off sick in December.
No presents. No magic. Lots of chaos.

Now swap Santa for you.

If illness or injury stopped your income, would the bills still be covered… or would things get very stressful, very fast?

Income Protection can help replace part of your income if you can’t work due to illness or injury.

I’m offering short pre-Christmas calls to:
• Check what safety net you have now
• Explain your options in plain English
• Show you realistic quotes for your budget

Message me with “INCOME” and I’ll get in touch.
07786068422
[email protected]

Policies depend on underwriting and your personal circumstances. Terms, conditions and exclusions apply.

Before Christmas… protect the business you built!You’ve sorted staff parties and client gifts.Have you wrapped up your b...
17/12/2025

Before Christmas… protect the business you built!

You’ve sorted staff parties and client gifts.

Have you wrapped up your business protection?

I help business owners with:
• Key Person cover
• Shareholder / Partnership protection
• Private Medical Insurance for you and your team

Quick, confidential review before Christmas to make sure your business (and the people in it) are properly protected going into 2026.

Message me with “BUSINESS” and I’ll send over a couple of quick questions to get started.
07786068422
[email protected]

Protect your income before the New Year!Christmas is expensive. Losing your income would be something else entirely.Inco...
17/12/2025

Protect your income before the New Year!

Christmas is expensive. Losing your income would be something else entirely.

Income Protection can help replace part of your income if illness or injury stops you working so the bills can still be paid while you recover.

Next week I’m offering short 20–30 minute calls to:
• Check what would actually happen to your income
• Explain your options in plain English
• Show you realistic costs for your budget

Message me to book a slot so you can start the new year knowing your income is protected.
07786 068422
[email protected]

Fortune Financial Planning

Policies are subject to underwriting and your personal circumstances. Terms, conditions and exclusions apply.

Before you wrap the last present, wrap some protection around your family.Life cover and family protection sorted before...
15/12/2025

Before you wrap the last present, wrap some protection around your family.

Life cover and family protection sorted before Christmas, so you can go into January knowing they’re looked after if the worst happens.

I’m a local Protection Specialist, not a call centre. Friendly chat, evenings available, no pressure and no fee for a review.

âś… Life insurance
âś… Cover for the mortgage
âś… Extra protection if illness stops you working

Drop me a message and let’s get your protection wrapped up before Christmas.
[email protected]
07786068422

*Advice based on your own needs and circumstances. As with all insurance, terms, conditions and exclusions apply.

Most people have something in place. Far fewer have a joined-up plan.I can review what you already have and:• Highlight ...
12/12/2025

Most people have something in place. Far fewer have a joined-up plan.

I can review what you already have and:
• Highlight gaps
• Check if it still matches your life now
• Avoid you overpaying for the wrong things

Reply CHECKLIST if you’d like a quick review.
[email protected]
07786068422

Buying life insurance is step one.Step two is just as important; putting it in trust.That can:• Help money reach your fa...
12/12/2025

Buying life insurance is step one.
Step two is just as important; putting it in trust.

That can:
• Help money reach your family faster
• Keep it separate from your estate for probate
• Make it clear who should receive it

I help my clients set up suitable trusts free of charge. If you already have a policy, I can check if a trust is appropriate.
[email protected]
07786068422

If you died tomorrow, who gets what?If your answer is “I’m not sure”, you need a Will.All my clients can access a free W...
11/12/2025

If you died tomorrow, who gets what?
If your answer is “I’m not sure”, you need a Will.

All my clients can access a free Will writing service as part of their protection planning. We’ll make sure:
• Your wishes are clear
• Your children are provided for
• It all ties in with your life cover

Drop me a message with the word WILL and I’ll explain how it works.
[email protected]
07786068422

Life is hectic enough without months of waiting for appointments.Family PMI can mean:• Faster access to treatment• Choic...
11/12/2025

Life is hectic enough without months of waiting for appointments.

Family PMI can mean:
• Faster access to treatment
• Choice of hospitals and consultants
• Less disruption to work and school

I can compare the main providers and explain the differences in plain English. No pressure, just options.
[email protected]
07786068422

When you’re self-employed, a long spell off sick doesn’t just hurt you, it hurts your clients and your family too.Income...
10/12/2025

When you’re self-employed, a long spell off sick doesn’t just hurt you, it hurts your clients and your family too.

Income protection can:
• Pay you a regular income if you can’t work due to illness/accident
• Run alongside your existing savings
• Be tailored to your budget and waiting period

If you rely on your body and brain to pay the bills, let’s talk about a safety net.
[email protected]
07786068422

Address

Hitchin
SG52DJ

Telephone

+447786068422

Website

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