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

Learn more

Investment
Management

Learn more

Savings and
Investment Advice

Learn more

Tax Planning
Advice

Learn more

Estate Planning
Advice

Learn more

Mortgage
Advice

Learn more

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 found Philip to be extremely professional, conscientious and knowledgeable. His expert advice on pension planning and income drawdown has been invaluable to me, unravelling the complexities of the current, changing regulatory environment and presenting clear and sensible options.
Dave Baker

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.

Read More

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.

Read More

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
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Contact

Contact us

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