Morgan Watkins - Fortune Financial Planning

14/05/2025

1 in every classroom.

That’s how many children will lose a parent before they turn 18.

It's a heartbreaking reality, and a powerful reminder of why protection matters.

Life can change in an instant. Having the right cover in place isn't just about ticking a box… it's about giving families time, stability, and space to grieve without added financial pressure.

If you're a parent and want to put real peace of mind in place, I’d be honoured to help you protect what matters most.

08/05/2025

Free Will Writing Service – Protect What Matters Most 🫂

I’m offering a complimentary will writing service to support local families in planning for the future.

A will isn’t just about who gets your belongings, it’s also how you make sure your loved ones are cared for, especially your children.

For parents, writing a will is the only way to legally appoint guardians who can look after your children if the unexpected happens.

This service is completely complimentary and designed to make the process clear, simple, and stress-free.

📲 If you’d like to find out more, please WhatsApp me on 07885 619148 or click the link below:

https://calendly.com/morgan-fortunefinancial/will-zoom-video-appointment

Let’s get it done — for your peace of mind and your family’s future.

17/04/2025

Life is a balancing act—much like walking a tightrope. 🎪

When things are stable, you make progress and enjoy the view.

But if illness or injury throws you off balance, do you have a safety net?

Income Protection works as YOUR financial safety net, providing a regular income if you’re unable to work.

It’s not just peace of mind—it’s financial resilience. Whether your recovery takes weeks, months, or even years, income protection helps ensure your lifestyle doesn’t come crashing down. 🪂

If you’d like to explore a tailored plan that suits your unique situation and long-term goals, feel free to get in touch.

Let’s make sure you’re covered—just in case.

📧 [email protected]

📱 07885 619148

16/04/2025

🧠 Mental health matters. Every day.

Charities such as Mind do incredible work supporting people struggling with mental health challenges—offering advice, helplines, and advocacy to ensure no one faces their battles alone.

But while emotional and psychological support is vital, financial stability often plays a major role in overall well-being too. When someone faces illness, bereavement, or the inability to work, the emotional strain can be made worse by financial uncertainty.

That’s where protection planning comes in. Life Cover, Critical Illness Cover, and Income Protection aren’t just policies—they're tools that can provide peace of mind during life’s most uncertain moments. And for families already navigating mental health challenges, that peace of mind can make all the difference.

💙 If you haven't already, check out the amazing work Mind does — and maybe even consider supporting them if you can: https://www.mind.org.uk

Let’s keep having the important conversations—about mental health and the steps we can take to protect the people we love.

15/04/2025

🏠 Did you know that 40% of UK homeowners don’t have life insurance?

Despite life insurance being available from as little as £5 a month, many still believe it’s too expensive or unnecessary. But without it, your loved ones could face serious financial pressure—especially when it comes to keeping up with mortgage payments.

Here’s why it’s worth a second look:

🔹 Affordable Protection – Premiums can start from just £4.36 per month for £100,000 of cover over 20 years.

🔹 Reliable Payouts – In 2024, 96.9% of claims were paid by insurers.

🔹 Extra Perks – Many policies now include added benefits like fitness trackers, 24/7 virtual GP access, and gym discounts.

Don’t leave your family’s financial future to chance.

📅 Book your free consultation today and see what protection could look like for you: https://calendly.com/morgan-fortunefinancial/protection-zoom-video-appointment

📖 Read more: https://www.yourmortgage.co.uk/insurance/two-in-five-homeowners-dont-have-life-insurance/?fbclid=IwZXh0bgNhZW0CMTEAAR2AfllQHNoMMbDtuQP6zwlhd7fg93pAEvbpbOlDUvyFFs7XO-E9IzW2ex0_aem_--KXQwvY5uYu3_bINq4xlQ

Thank you for arranging your Protection Zoom Video appointment with Fortune Financial.TO DO - Please complete our Client Protection Preparation Form by clicking our link below, prior to your appointment:https://forms.office.com/e/fkrV4BWLpNYour client folder will follow shortly in a separate email -

11/04/2025

Very insightful information 💡

⸻

So, what is Protect a Director, you ask?

After over 20 years of helping individuals, families, and business owners protect their financial futures, we’ve launched a new campaign—Protect a Director—with one clear goal: to ensure every business owner understands the true value and benefits of business protection insurance.

Let’s face it—we all go to work for a reason.
And more often than not, that reason is to bring income into the household.

But what happens when life throws the unexpected at us?
Illness, injury, or even death can have a profound and lasting impact—not just on your business, but on your family and personal life too.

That’s where business protection steps in.

It comes in two powerful forms:

1. Securing the company – keeping your business stable and operational through uncertain times.

2. Protecting directors and employees – ensuring the key people behind your business are supported when it matters most.

We’re proud to lead the conversation around this important topic, and we welcome your thoughts and support.

Explore more: https://www.fortunefinancial.co.uk/protect-a-director

⸻

Fortune Financial Planning Ltd
Samantha Wilson - Fortune Financial Planning
Morgan Watkins - Fortune Financial Planning
Mark Seddon

21/03/2025

Thank you Fabio's Gelato for the delicious ice cream 🍦

Samantha Wilson - Fortune Financial Planning
Hitchin Business Community
We Love Hitchin for Business

The advisers are having an ice-cream break! Morgan Watkins - Fortune Financial Planning Fabio's Gelato Fortune Financial Planning We Love Hitchin for Business

11/03/2025

It's Free Will Month! 🖋️ Ready to secure your future?

It's the perfect time to get your will in order – no cost, no hassle. Book your appointment today and protect what matters most. 🏡💼

Click here to schedule: https://calendly.com/morgan-fortunefinancial/will-zoom-video-appointment

07/03/2025

🚨Struggling to get cover?! We’ve got your back🚨

If you’ve been left in the dark without the protection you deserve. We understand the struggle and are here to change that.

Whether it’s been due to past challenges or complicated requirements, we’ve helped countless clients who thought they’d never be able to find cover.

✅No more roadblocks✅No more denials✅Just tailored solutions for YOUR needs.

Get in touch today to arrange a cost free consultation!

https://calendly.com/morgan-fortunefinancial/protection-zoom-video-appointment

[email protected]

01462 510400

07/03/2025

Get in contact today✨

✨ March is Make a Will Month! ✨

Take action today - create or update your Will for FREE and support those with AT. We've teamed up with Fortune Financial Planning Wills and Estate Planning to offer a solicitor-approved Will writing service at no cost to you.

📅 Learn more or schedule your appointment by contacting [email protected] or visiting our website below. 💌

https://atsociety.org.uk/support-us/make-a-will/

06/03/2025

Life insurance is a contract between you and an insurance company where you pay regular premiums, and in return, the insurer provides a lump sum payment (cal...

28/02/2025

It’s safe to say we have that Friday feeling here on Bridge St in Hitchin 💙

Surely spring is upon us, is anyone else feeling the sunny vibes? ☀️

We wish all our Hitchin & local residents a wonderful day.