Your chartered firm of independent financial advisers

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.

Meet the team

Full flexibility and control of your finances

Our approach to financial planning and investment management puts you in the driving seat. You are always in control of your portfolio and approach to investment. We offer guidance and advice on the financial decisions that can benefit you most – either by applying a model portfolio approach or by developing a discretionary solution. Either way, you can be sure that our approach is tailor-made for you.

Our ethos and working practices are based on the following principles:

Independence

We are fully independent. This means that we are free from ties to any financial platform, product, service or provider. You can be sure that our advice is unbiased.

Transparency

Our pricing and fees are clear and fair. We discuss these with you at the outset, so you know what to expect.

Simplicity

We do not use jargon in our conversations with you. If you are unsure of something, please ask us.

Training

All our financial advisors are highly trained with an average of 15 years of experience.

Find out more details about our services and how we work. For a consultation, please get in touch with us.

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I was dissatisfied with the quality of advice I received from my private banker as I was planning my early retirement. Mark took the time to obtain a complete understanding of my circumstances and goals before providing a well thought out plan to achieve them. The advice he gave me was more detailed than that I have received from previous financial advisors.