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.

I have been a client of Plutus Wealth for many years now and can wholly recommend their services. The company has a very personal approach which works really well for me - Ross Yiend has accommodated both my unusual work hours, staying late to meet me, but also travelling across London to see me when it’s been impossible to get to him. The portfolio generated is individualised both to my current needs and future directions with foresight and knowledge in all pertinent areas. I have never been worried as to seeking advice on anything financial-related nor with the trust I have in him. The team really are excellent.
Carla Plymen

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

The Pension Series: The 5 steps to take early on to set up a retirement plan

August 2021

It is never too late to plan for retirement and the earlier, the better. Plutus Wealth looks at the 5 steps to setting up a retirement plan, at any time.

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The Pension Series: 6 planning steps to take when close to retirement

July 2021

Do you know the right planning steps to take when you are close to retirement? Plutus Wealth looks at the 6 key steps to help you get ready.

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The Insurance Series: Why industry changes should not stop you taking out a policy

June 2021

Plutus Wealth reviews the Supreme Court’s insurance ruling and its benefits to policyholders and considers why you should take out insurance.

Read More
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Contact

Contact us

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