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.

Book your consultation now See our process

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

We help you plan your retirement and make the transition smoothly when the time comes.

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Investment
Management

We set up and manage your investments so you can sit back and watch your money grow.

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Savings and
Investment Advice

Financial planning to help you set and meet your investment goals.

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Tax Planning
Advice

Sound tax planning advice to make the most of your money.

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Estate Planning
Advice

Thinking to the future and planning for your loved ones today.

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Mortgage
Advice

Advice on mortgages and finding the right product for your circumstances.

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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.

Book your consultation nowMeet the team

We have known David for many years. Over this time he has provided us with honest, unbiased and positive advice. He has taken the time to understand our family needs and has worked closely with us to tailor a range of financial investments. We would have absolutely no hesitation in recommending David to others requiring financial advice and first-class service.

Andrew Ludlow

The Plutus process

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

Meet

We set up a meeting, either face to face, by video conferencing or phone call (your choice) to discuss your situation in more detail – free of charge. We find out about your goals and objectives, understand your assets and liabilities, and complete a fact find. We will also discuss and agree the relevant fees.

Plan

Our advisor does their research and prepares some initial thoughts and suggestions for further discussion. Following that and any updates or tweaks you may wish to make we will agree on a financial plan and what the next steps are.

Do

We will implement the plan we have agreed with you by completing all the paperwork and putting things into action.

Review

We regularly review your investment plan and all our portfolios, and you will have an annual review with your advisor. This can be face to face, by video or phone call, whichever you prefer. We prepare and issue annual valuations and performance reports as part of this 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.

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Latest news

Plutus Wealth latest news and press

Your end of year financial review

December 2021

Reviewing your finances makes good sense. At Plutus we recommend an end of year review to check your financial performance and start the new year well.

Modern families, inheritance planning and when you need to pay Inheritance Tax

November 2021

Confused about when you or your family may have to pay Inheritance Tax? Our latest Plutus article explores what you need to know.

Save or invest? Why interest rates and market performance are important

October 2021

Unsure of whether you should invest or save your money? Plutus looks at how market performance and interest rates can help to inform your decision.

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Contact

Contact us

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

Independent financial advisers with a fresh perspective on financial planning