020 7871 5200

Shortlisted for Financial Adviser Firm of the Year in the Money Marketing Awards 2017

About

Plutus Wealth LLP is an award winning Independent Financial Advisers based in central London.

We provide independent advice and wealth management to companies and individuals. We have a diverse range of clients and specialise in those new to financial planning. Plutus brings together experienced, able and highly regarded individuals, our emphasis is on building strong, long lasting, personal relationships with our clients. We pride ourselves on giving a fresh perspective to clients and their financial affairs.

Our core values

1. We will be the best Financial Advisers for you

We pride ourselves on our integrity, transparency and honesty and will provide our clients with a wholly independent and holistic financial planning service to cater for all their financial needs. We will ensure that they receive an exceptional financial planning service.

2. We will add value

We will only work with a client where we feel that we can add real value to their financial situation and provide an exceptional service.

3. We will build a relationship built on trust and transparency

We will build a long-term relationship with our clients built on mutual trust and respect.

4. We will be open and upfront about fees

We will take the time to explain our fees and make them simple to understand and compare. We will always provide you with a full breakdown of fees before we commence any work on your behalf.

5. We will keep things simple

We will present our advice to you in a simple and concise manor. We will provide you with a reasons for recommendation report for every piece of advice we give to you to explain to you why the advice we have given is suitable for you.

6. We subscribe to a formal code of ethics

As members of the Chartered Insurance Institute (CII) we comply with the CII’s Code of Ethics. A copy of which is available on request.

7. We will keep our promises and keep in regular contact

We will provide you with the service we have agreed at outset and will keep in regular contact with you. Whether that is a simple commitment to call back at a certain time or an explanation as to how an investment should perform we will stay in touch.

8. We will treat people fairly

We embrace diversity and will work with people regardless of race, religion, beliefs, sex, age or disability.

StaffSmiling