Independent financial advisers with a fresh perspective on financial planning

Plutus Wealth Management, a chartered independent financial advisory firm

Independent financial planning advice that is tailor-made for you. That is what you get when you put your trust in Plutus. We are a chartered financial planning and investment management firm of independent financial advisers, working to make the most of your finances. An award-winning firm, our financial planning and ongoing investment management advice always has you and your family in mind.
Each client is unique, each financial situation different and there is no one-size-fits-all approach. At Plutus we get to know you. We take time to understand where you are on your financial journey and where you want to get to. Then we get to work to make it happen – find out more about how and what our process is.

What we do

We’re here to help your finances grow

We offer the following financial planning and investment management services to help grow your finances in a way that is tailor-made for you:

Retirement
Planning Advice

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Investment
Management

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Savings and
Investment Advice

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Tax Planning
Advice

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Estate Planning
Advice

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Mortgage
Advice

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Who we are

Plutus is a team of independent financial advisers whose goal is to help you secure your financial future. Financial success lies in finding the right financial adviser to work with and we will be your partner at all stages of your financial journey. Someone you trust to work for you, without jargon or hidden agenda. Find out a little more about us and our team or browse our latest articles and contributions to the press in our news section.

Sebastian has been absolutely brilliant. He made the whole process extremely easy. Got both my pension pots transferred and re-invested with a minimum of fuss. He explained really simply what the options were, and helped me decide on the best way forward. I see him once a year for a discussion & update, and has recommended really good investment solutions. He takes the time to understand your needs, and is always there if you need to discuss things.
Alison Turner

The Plutus process

This is what you can expect when you get in touch with us:

Meet

Plan

Do

Review

For further information on how we do things at Plutus, please visit our How we do it page.
Book your consultation now

We’re ready when you are 

Talk to us to find out more about us and our approach to financial planning and investment management or take your first steps in working with us. Whatever stage of life you are at, we are here to answer your questions. We offer a free consultation to help you find out if we are the right fit for you.

Let's get started

Latest news

Plutus Wealth latest news and press

How to keep your pension goals on track

May 2022

Keep track of your pension goals to set yourself up for a comfortable retirement with Plutus Wealth's easy pension management steps.

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Protect your pension from rising inflation

March 2022

Afraid of how inflation may affect your pension? Plutus Wealth looks at the steps you can take to protect your pension from rising inflation.

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Take advantage of your tax allowances

January 2022

With three months left in the financial year, it’s a good time to check you are making the most of your tax allowances. Plutus shows you how.

Read More
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Contact

Contact us

Plutus Wealth Management
Bridewell Gate
9 Bridewell Place
London 
EC4V 6AW