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Financial planning and investment management services with you in mind

Planning for the future can be daunting. Whether you are planning for retirement, looking for investment advice or making investment and mortgage decisions or considering tax and estate planning, we can help. We can take you through your financial journey from early planning to retirement, and our range of financial planning services is designed to meet all your needs.
Our experienced team of independent financial advisers can help you tackle your finances whatever stage of life you are at. You could be new to financial planning, or experienced and looking for a new financial advisor. You may be a seasoned investor, or someone looking out for your family’s financial security.
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What we do

We’re here to help your finances grow

We offer the following financial advisory services:

Retirement
Planning Advice

We help you plan your retirement and make the transition smoothly when the time comes.
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Investment
Management

We set up and manage your investments so you can sit back and watch your money grow.
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Savings and
Investment Advice

Financial planning to help you set and meet your investment goals.
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Tax Planning
Advice

Sound tax planning advice to make the most of your money.
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Estate Planning
Advice

Thinking to the future and planning for your loved ones today.
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Mortgage
Advice

Advice on mortgages and finding the right product for your circumstances.
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Client-centred financial planning services

We build long-lasting relationships with all our clients, regardless of the size of their portfolio. We work just as hard for clients who are new to financial planning and investment management as we do for experienced investors.

Where we do differentiate is in our recommendations for each client. No two clients are the same, therefore there is no off-the-shelf product. We like to get to know each client before we consider which approach to recommend.

This is what you can expect when you work with us:

Individual assessment
It is about you, your current financial situation and your goals and aspirations.
Risk profile assessment
Together, we determine your risk profile. This is how much risk you are prepared to accept, and where you are on your financial planning journey.
Strategy development
Using our cashflow modelling software, we make recommendations and advise on a strategy. With your approval, we put that strategy into action.
Continuous monitoring
We monitor progress to ensure the plan remains on track. We meet annually to review progress and make any changes – either due to shifts in the market or in your own circumstances.
Access to the Plutus Investment Committee
This meets regularly to review market conditions and fluctuations, and to determine the best available products and funds for you. Being independent, we have access to all financial products on the market and can choose those that will offer you the best returns.
Meet the team
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

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

020 7871 5200

info@plutuswealth.com

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Plutus Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. FCA number 541499. Registered office Aldwych House, 71-91 Aldwych, London, WC2B 4HN. Registered in England and Wales, company number OC342325
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