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Putting your long-term financial wellbeing at the centre of our business.
We believe a business needs to be perfectly clear on why it exists and who it exists to serve. PLU Financial is built on the longstanding relationships with our clients and their families.Â
Our services are provided with clear communication and transparent charges.
Financial performance is a key indicator of our work. We focus on delivering results by working closely with institutions and fund managers to ensure we keep costs and charges to a minimum.
Our service is provided with robust regulation and ethical business practices. Any recommendations you receive will be uniquely tailored for the management of your personal financial planning needs.
Where Next?
Wealth Management
Providing a comprehensive approach to managing your finances. Forming strong, lasting relationships that help you achieve your goals and financial wellbeing.
Pension Advice
Your best interests are our priority. Our advice on your pension will be clear, trustworthy and jargon-free, ensuring that what is best for you is central to what we do.
International Financial Planning
Supporting our clients, wherever they may be. If you’re living abroad, our team will be there to aid you at every turn.
Retirement Planning
Putting your retirement needs first. A key part of retirement is being able to relax and enjoy the fruits of your labour.
Inheritance and Succession
When it comes to inheritance and succession planning, it’s vital to have a clear understanding of the laws and legislation that impact your wealth, which is where our experts can help.
Tax Planning
Understanding your financial situation and how that impacts your tax liabilities is central to the advice and tax planning services that we deliver.
Repatriation Services
We proudly provide continued support and advice to our clients, wherever they are in the world, to ensure that their assets are protected.
Relationships with our clients and partners are the core of our business.
A business built for people like you...
Who want a long-term partnership with their adviser.
Who appreciate regular, clear and predictable communication.
Who value honest, unbiased and transparent advice with all costs involved clearly presented.
Benefit from our strategic partnerships. Our partners...
Include some of the world’s leading private banks, financial institutions and tax specialists.
Have long-standing relationships with us and likewise, with our clients.
Work with us to provide you with the correct solutions for your personal services.
Why choose people like us...
We have over 45 years' combined experience in UK, EU & International financial planning and wealth structuring.
Our team have a professional, common-sense approach to financial planning.
Our People say what they do and do what they say!
Relationships with our clients and service providers are the core of our business.
People Like you
- Who want a long-term partnership with their adviser and excellent service.
- Who appreciate regular, clear and predictable communication.
- Who value honest, unbiased and transparent advice with all costs involved clearly presented.
Legislation expert in multiple countries
