Your chartered firm of independent financial advisers
Meet the team
When we created Plutus Wealth Management, we wanted to put our clients at the heart of everything we do. By understanding your needs, we can build bespoke financial planning solutions to meet them. The growth and success that we have seen – ours as well as that of our clients and our managed assets – are proof that this approach works. The awards we have won are evidence of this. In the early years, most of our work came from recommendations and word of mouth. Today, we have just as many if not more clients who actively seek us out because they have heard about or come across our professional approach and client success and want to work with us.