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:

Planning Advice

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Savings and
Investment Advice

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Tax Planning

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Estate Planning

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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.

I was dissatisfied with the quality of advice I received from my private banker as I was planning my early retirement. Mark took the time to obtain a complete understanding of my circumstances and goals before providing a well thought out plan to achieve them. The advice he gave me was more detailed than that I have received from previous financial advisors.
David Armes

The Plutus process

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





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 us

Plutus Wealth Management
Aldwych House
71-91 Aldwych