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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.

Financial Planning: Savings & Investment

Savings

Putting a little money away regularly is the best way of saving up for expensive things, like a holiday, furniture, or a special family occasion. Plutus advisers can help you to form a plan for long, medium or short term savings.

Investments

Investing for the longer term means taking a risk by investing in assets that could rise or fall in value. All investments carry risks, but putting your money in a range of different investments can help reduce any potential losses.

 

Review your savings goal – Arrange a free consultation to review your savings.