Plutus Wealth Management
Plutus Wealth Management is a financial services company based in London, England. They specialize in providing expert financial planning and mortgage brokerage services to their clients. With a team of experienced professionals, Plutus Wealth Management is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you need help with retirement planning, investment management, or mortgage advice, Plutus Wealth Management has the expertise and resources to help you succeed. Contact them today to learn more about their services and how they can help you achieve your financial goals.
Introduction to Plutus Wealth Management
Plutus Wealth Management is a financial services company that provides personalized financial planning and mortgage brokerage services to clients in London, England. Established in 2008, the company has grown to become a leader in the industry, known for its innovative and client-focused approach to financial planning. What sets Plutus apart from others in the industry is their commitment to building long-lasting relationships with their clients, understanding their unique needs, and providing tailored solutions that align with their goals.Services & Products
Plutus Wealth Management offers a range of financial planning and mortgage brokerage services to its clients, including retirement planning, investment management, tax planning, estate planning, and insurance services. The company's team of experienced and qualified financial planners work closely with clients to develop a comprehensive financial plan that addresses their specific goals and objectives.Location
Located in Aldwych House in the heart of London's financial district, Plutus Wealth Management is surrounded by other financial services firms, law firms, and accountancy practices. The area is bustling with activity and offers a variety of dining and shopping options. The closest public transportation options are Temple Underground Station (0.2 miles), Holborn Underground Station (0.3 miles), and Covent Garden Underground Station (0.4 miles).Benefits
Plutus Wealth Management stands out from other financial planning firms due to its client-centric approach. The company is dedicated to building long-lasting relationships with its clients, understanding their unique needs, and providing tailored solutions that align with their goals. The team of experienced financial planners is committed to providing personalized service and sound advice that is backed by research and analysis.Good to Know
Clients should be aware that Plutus Wealth Management is a fee-based financial planning firm, meaning that they charge a fee for their services rather than earning commissions on products sold. This ensures that their advice is unbiased and in the best interest of the client.Reviews
Clients rave about the personalized service and attention to detail provided by Plutus Wealth Management. They appreciate the company's commitment to building long-lasting relationships and providing tailored solutions that align with their goals. Clients also appreciate the team's professionalism and expertise in the industry.Amenities
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financial planning -
investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
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free consultation
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online account access
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personalized service
FAQ
What types of financial planning services do you offer?
We offer a range of financial planning services including investment management, retirement planning, tax planning, estate planning, and more. Our services are tailored to meet the unique needs of each individual client.How do you customize financial plans to fit individual clients?
We take a personalized approach to financial planning and work closely with our clients to understand their specific financial goals and needs. We then create a customized financial plan that is designed to help them achieve their objectives.What professional qualifications do your financial planners have?
Our financial planners are highly qualified and hold a range of professional certifications and designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and more. We are committed to providing our clients with the highest level of expertise and professionalism.Can you provide references or testimonials from satisfied clients?
Yes, we are happy to provide references and testimonials from our satisfied clients. We have a strong track record of delivering excellent financial planning services and have many happy clients who are willing to share their experiences with others.How long does it typically take to process a mortgage application with your company?
The time it takes to process a mortgage application can vary depending on a variety of factors, including the complexity of the application and the lender's requirements. However, we work diligently to ensure that the process is as efficient and streamlined as possible, and we strive to provide our clients with timely updates throughout the process.Reviews
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JD Cox
Having had advice from Plutus Wealth Management for a number of years I have, recently, formed the opinion that they are incapable of both reading the markets and reacting to changing circumstances. As a result of these failings my pension investment with Plutus Wealth Management has reduced in value by almost 20% in six months. To reach such a result is, arguably, difficult to achieve. Consequently, I am not able to recommend their services.
27-05-2022
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clairemorrison963
My partner and I moved our pensions from another company, who was not providing us with any useful advice. We were very impressed by Georgina at our first meeting, when we received excellent advice. Plutus have found an appropriate fund for our pension and we are happy with its performance to date. We are also able to invest in an ISA each year which is linked to our pension fund. We receive quarterly updates and have an annual review meeting with Georgina. Georgina is very professional and friendly. She understands our long-term needs and provides us with projected income statements and answers all our questions promptly. Plutus are based in lovely offices near London Bridge with good transport links.
27-05-2020
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Elaine Nicell
27-05-2020
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Bénédicte Dixon
I have been with Plutus Wealth Management for many years now and I would highly recommend them. Their knowledge and professionalism are second to none also offering a very friendly and personal service.
27-05-2020
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Rebecca Michael
I can highly recommend Plutus Wealth Management - I have been with them for many years, and have no complaints at all. Excellent service on all levels.
27-05-2020
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Saskia Pace-Bonici-Mompalao
Plutus are a very trustworthy company,i have full faith in the advice i have been given over the years i've been a client
27-05-2020
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James Penn
From business investments, mortgage advice or setting up a pension, Plutus have been brilliant since I started using them in 2016.
27-05-2020
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Godfrey Mdingi
I have been a client of Plutus Wealth Management for several years.The company has always been very courteous and professional.The financial advice given has always been flawless.
27-05-2020
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Richard Cogan
Having approached Plutus to consolidate various pension funds and arrange a mortgage I found the team highly professional, transparent in the fees and charges and competitive. They are approachable and always have time to go through the detail.
27-05-2020
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Joshua Dobbs
There are two basic things I wanted from a wealth manager. Firstly, and most importantly, savvy investment advice based on research that delivers higher than average returns. In the five years I've had Plutus manage my pension, I have got that. They have delivered. Secondly, pro-active, responsive, courteous customer service. I've also got that. Given I am not a super high net worth individual, I've been surprised by the personal attention I've been paid and the high quality of the service I've recieved. I think that's because Plutus knows we have a long-term relationship, so whilst my business is relatively modest on a monthly or even yearly basis, we both stand to gain significantly over the course of my working life.
27-05-2020
