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.

Georgina and the Plutus Wealth Management Team were recommended to me by a close friend. I met with Georgina who listened to the details of my financial situation and future plans. She thoroughly explained the short-term, medium-term and long-term financial planning options available to me. Georgina took the time to research my additional queries, without exception she came back to me quickly and always guided me through the paperwork. Georgina’s honest, professional, committed, enthusiastic and down to earth approach has completely changed my view of receiving financial advice, in fact now I am rather enthused by the whole topic and look forward to meetings and of course building my finances for the future!
Rose McCarter-Field

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

Taking financial stock at the end of a tumultuous year

December 2022

Taking financial stock at the end of the year will keep your finances on track. Our Plutus Wealth teams helps you do it well.

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Investing in a recession: Are ISAs a good idea?

October 2022

Is investing in an ISA in a recession right for you? Our Plutus Wealth team sets out a few things to keep in mind before deciding.

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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.

Read More
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Contact

Contact us

Plutus Wealth Management
Aldwych House
71-91 Aldwych
London 
WC2B 4HN