About Us
We started Fourtress Financial with a clear goal. We wanted to help business owners navigate the parts of insurance that usually feel over-complicated or stressful. Between our team members, we have over eight years of experience specifically focused on the business protection sector. Over that time, we have helped more than 3,000 business owners across the UK secure their companies.
Our mission is to give you honest advice that actually protects your business and your family if the unexpected happens. This might mean making sure your company can keep running if a partner falls ill, or helping with succession planning so your loved ones are looked after financially. Every business is shaped differently, so we tailor what we do to fit your specific setup.
We know that running a company involves enough guesswork as it is. That is why we focus on straightforward, jargon-free guidance. We want you to feel confident about the decisions you are making for your future. When it comes to your livelihood, we don’t think anything should be left to chance. We are here to help you plan for the difficult days so you can focus on the good ones.
How we work
We regularly look at how we operate to make sure we are doing right by our clients. It isn’t just about the initial advice, but how we handle the relationship long term.
Putting you first
Advice you can use
Keeping you informed
Taking the time to listen
A professional approach
Our Team
We regularly look at how we operate to make sure we are doing right by our clients. It isn’t just about the initial advice, but how we handle the relationship long term.
Sean - Senior Business Protection Specialist
Sean has over 5 years of experience in business protection and specialises in helping business owners safeguard their companies, employees, and families against unforeseen circumstances. Sean also holds the RO5 qualification, demonstrating specialist knowledge in financial protection planning.
Katie – Admin Manager
Katie ensures everything runs smoothly behind the scenes, providing excellent client support and managing the day-to-day administration that keeps our service efficient and responsive.