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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.

Financial Planning: Wealth Management

Looking after accumulated wealth is one of the most important aspects of financial planning. It always requires a bespoke wealth management solution designed to meet your needs precisely. We do this by carefully understanding your long term needs and objectives.

The process of wealth management is about controlling investment risk, reducing tax exposure and ensuring that solutions are flexible and adaptable for any changes in the future. Importantly our wholly client-centric approach means you will always be in control of your solution.

Depending on your specific needs we will manage your money in one of two ways; either via our carefully constructed diversified portfolios that have exposure to the broadest range of asset classes. We work with the client to adjust the composition of their portfolio when appropriate. Alternatively, we will provide a dedicated investment manager who will work with you at even closer level.

 

Review your wealth management goals – Arrange a free consultation to review your wealth management.