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

Financial Planning Services

Plutus offers you a wholly independent financial planning service to cater for all your financial needs. Our aim is to empower you to make the correct financial decisions. To do so, we use a simple consulting process to determine what type of financial planning will keep you on track towards your goals. Please click on the links below to find out more.

Independent Financial Planning & Advice

Plutus provides advice and planning and most importantly this is provided on and independent basis. We will help you organise your financial affairs by assessing your current situation and establishing your goals and objectives.

Financial products can be complex and confusing and our aim is to eliminate as much of uncertainly as possible and to work with you to identify the most appropriate way for you to achieve your goals.

Financial planning provides direction and meaning to your financial decisions and means that you are prepared and in control.

Whatever your needs, our Independent Financial Advisers will help you to achieve your goals and objectives. Whether you are looking to fund your retirement, move up the property ladder or finance your children’s education.

It is important to us to provide simple, efficient and effective solutions. Our aim is to add value, to give you confidence and provide peace of mind.

Review your financial planning goals – Arrange a free consultation to review your financial plans.