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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.

How you’re protected

By law, most financial services firms must be regulated by the Financial Conduct Authority (FCA), the UK’s financial services regulator, before they can do business in the UK. The FCA holds a Register of all authorised firms currently doing business in the UK as well as those authorised in another European Economic Area (EEA) state. Always check that the firm you’re dealing with is on the FCA Register. This means that you will be able to use the complaints and compensation procedures if something goes wrong.

The FCA authorises advisers to give advice on personal and stakeholder pensions (including group personal pensions) and the companies that provide these pensions. The FCA also regulates advice on opting out of a workplace pension in favour of a personal pension or stakeholder pension. But it does not regulate advice about other aspects of employer’s workplace pension schemes.

The Pensions Regulator regulates workplace pension schemes. They work with pension scheme trustees and scheme managers, and with employers, to help protect your pension. They do not deal with questions about individual’s pension benefits. You can contact the Pensions Advisory Service for free information and advice on all types of pension queries.