Frederick Ortiz

DipPFS

Frederick is more than just a Financial Adviser—he is a pension specialist committed to helping others secure a more prosperous future. With years of experience, meticulous attention to detail, and a passion for guiding clients through financial planning complexities, Frederick is dedicated to helping provide long-term success.

His approach is both collaborative and personal, working closely with solicitors and accountants to provide seamless, comprehensive service. Frederick's goal is to align financial strategies with clients’ aspirations, allowing them to focus on what truly matters—enjoying life and leaving a lasting legacy.

Beyond finance, Frederick is an avid cyclist and mountain climber, currently preparing to scale Mount Kilimanjaro. He also participates in Spartan races, pushing himself to the limits—an attitude he brings to every aspect of his life. A proud father, Frederick enjoys life with his two teenagers: Freddie Valentino, 17, a talented musician and lead guitarist, and Stella, 15, a dedicated gymnast competing nationally for Crystal Palace.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Fortis Financial is a trading name of Fortis Financial Ltd. Fortis Financial Ltd is registered in England and Wales, Number 06790726. Registered Office: 60 Wensleydale Road, Hampton, TW12 2LX.