The PLU Client Journey, partner with a company that prioritises your financial wellbeing.

Creating long-standing relationships by giving trusted and consistent advice. The quality service, communication and interaction we provide are essential for achieving financial success, helping you achieve your goals.

Achieve your goals in 4 simple steps

1

Contact Us

Contact us via phone, email, or our website. Our team ensures personalised service, matching you with a dedicated adviser for comprehensive financial guidance.

2

About You

Following your free consultation, we will prepare a financial plan aligned with your profile and goals. Every part of the process will be easy to understand and fees will be fully explained.

3

At Your Service

When you are ready to proceed with your financial plan, we will start the onboarding process. Your adviser and the team will update you during the secure application process.
4

Welcome to PLU

We will deliver an excellent and professional service for the long-term. Your adviser will provide continuous support, updates and regular reviews so your plan stays aligned to your goals.

Advice You Can Trust

Throughout the process, we are available to answer any questions, providing the personal service that differentiates us from other Financial Advisers.

We listen to you to understand your needs and goals. Our customer care helps make sure the products and services we offer are absolutely the right fit for you.

No complex online forms, no call centres, just one-to-one support and guidance from our qualified and experienced advisers.

Our free no obligation process couldn’t be simpler.

01.

Contact Us

The personal touch from PLU financial.

Contact us by phone, email or by completing an enquiry on our website.

One of the friendly team will give you a quick call, taking a few preliminary notes to ensure your appointment is scheduled with the adviser best suited to work with you and serve your needs.

Having a long-term partnership is central to our business so our initial aim is that you benefit from your first appointment with the adviser whose personality and experience is right for you.

02.

About You

The Foundation of Our Working Relationship.

Your telephone, video or face to face appointment will be at a convenient time for you and will enable your adviser to gain a comprehensive understanding of your unique circumstances.

Our team will use your information to develop a tailored plan that matches your profile, requirements and meets your goals.

We discuss any potential recommendations with you transparently outlining the related benefits, risks and costs involved. We ensure you understand how we can meet your goals and introduce you to our company, elaborate on our regulatory framework, operational methods and fee structure.

03.

At Your Service

How we facilitate the next steps.

After gathering information, our team develop a tailored and transparent suitability report that aligns with your financial objectives.

Your detailed report will be sent to you by email. This will give you a full breakdown of costs and charges associated with implementation and servicing your solution.

We will arrange a meeting to discuss our advice with you to make sure it is fully understood and right for you. At this point we can also speak to your family, beneficiaries, tax advisers, accountants etc. Or if need be, we can introduce you to our trusted partners in their respective fields.

If you decide to proceed, it's time to take the next steps. Our application process is secure, efficient and designed to minimise any hassle. Your adviser and their support team will review your application promptly and we'll keep you informed throughout the process.

04.

Welcome to PLU

Excellent ongoing client service.

Congratulations, you are now onboarded as a valued client of PLU!

Our advisers pride themselves on responding to any questions in a timely manner. We are happy to communicate in any way that suits you by video call, phone and email.

All our ongoing advice will also be fully signed off by the compliance team prior to our advisers communicating it to you, ensuring that the recommendations we provide are robust.

We also provide regular updates, educational resources and personalised advice to help you make the most of your financial journey. This may be via one-to-one meetings with your adviser, from our trusted partners, or communication about relevant insights and webinars.

As life evolves, so can your plan, with our continuous support and guidance ensuring you navigate markets and achieve your goals.

Client Charter

Excellent customer service and our clients’ priorities are central to everything we do.

All communications will be easy to understand and jargon free.

Finding the right solutions that meet your goals is our top priority.

The costs of any products recommended will be fully and clearly outlined.

Any recommended products will be regulated and signed off by the compliance team.

By working together, we will simplify the management and control of your finances.

We will listen, learn and improve from any feedback we receive.

Get started today


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.

Contact our advisers today for trusted professional advice.