Personal.

Secure your future while enjoying your money today, and see what your wealth can do – for you and your family.

You may know where you want to go, but you may not know how to get there.

You’ve worked hard for all that you have, now you want to know your wealth is working for you. Perhaps you have cash in various pots, but you want to know it’s as efficient as it should be. You don’t want to leave anything on the table.

You’ll have goals for the future, and concerns around legacy and intergenerational wealth. In short, you may know where you want to go, but you may not know how to get there.

You may not know the full extent of what wealth means for you and your family. So our independent financial planning and investment management will help you see what your wealth can do.

Our independent financial planning and investment management will help you discover what your wealth can do.

We’ve seen it from the inside. Now we're on your side.

We are a boutique-size company, because it keeps us nimble. Speedy decision making is efficient, which keeps more of your money where it belongs. But for us it’s so much more than that, we want to make a real personal connection with you. You won’t get lost in the noise, and you’ll always speak directly to us.

Each of us at Plutus has a deep intellectual curiosity and passion for our jobs. What we’re trying to say is, we love our jobs. And that’s why each of us works at Plutus. As a team, we bring extensive experience and maintain our independence, so we’re able to think critically and approach challenges differently.

Our experiences have made us more cynical about the financial services industry than you. We’ve seen it from the inside. Now we’re on your side. You should be getting a far better and more personalised service. We agree, and that’s the core of a deeply ethical philosophy.

In a world of noise, we keep it simple: your goals, our expertise, no distractions. We pride ourselves on being small enough to stay nimble but skilled enough to deliver big results, offering a deeply personal, ethical approach to managing wealth.

Mark Croxford | Partner

Words from our clients.

Plutus impressed me from the outset with their professionalism and real expertise. They’ve helped manage property income, finance, sales and inheritance tax planning. After a career running a financial services business, my expectations are high. Plutus exceeds them. Julius, Mark, Claire and the team are excellent.

Anthony

Berkshire

As someone familiar with the asset management industry and the challenges of attaining steady investment performance, I am continually impressed by their results. It is reassuring to know that I can always call and speak to Mark, or another member of the team, directly.

Mark & Caroline

Devon

Julius, Mark and the whole Plutus team have been wonderful to work with. They carefully shaped a plan that provides sustainable income, supports the children and keeps us adaptable. Their advice is thoughtful and their work detailed. We feel fortunate to have a firm that genuinely understands our goals.

Gaby & Steve

Dorset

We have a great relationship with Mark, which goes beyond being just another Client who is given advice straight from a standard corporate playbook. To say the last seven years have been life changing is no exaggeration whatsoever.

Nigel

Berkshire

We agreed on a clear, fixed implementation fee and I appreciated how Plutus plays with a straight bat when it comes to any costs. They helped me deploy my cash utilising all my available tax reliefs. Thanks to their sound guidance, I'm now looking forward to a secure retirement.

Andy

London

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This step in the process is a relaxed conversation and there's no charge, and no obligation. It's simply a chance to get to know each other a little.

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