Supporting our clients through life’s journey.
Wherever you are living, our team will be there to advise and support you at every turn.
Global Financial Advice
At PLU Financial, we provide expert advice and professional support to help you achieve your financial priorities and goals. Our core aim is to create long-standing relationships with our clients, based on excellent customer service.
If you have significant assets spread around the globe, it can be challenging to keep on top of and manage them accordingly. Our multi-jurisdiction advisers and regulation ensures that we provide transportable advice that is suitable for any opportunities that come your way. You can depend on our team to be there with you.
Financial performance is a key indicator of our work. We focus on delivering results by working closely with world-renowned institutions and fund providers to ensure we keep costs and charges to a minimum.
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Worldwide Financial Planning
We understand that our clients have unique financial circumstances based on where they are living and the value of their assets. By working closely together, we can draw up a bespoke financial plan that delivers, no matter where you are in the world.
Due to countries differing tax and legal systems, managing your finances can throw up unforeseen challenges. Our team will ensure that you have a complete understanding of any cross-border considerations that impact your circumstances.
We can help structure your wealth based on the tax systems and legal frameworks that you are exposed to currently. Our team look to create flexibility and to support and advise you, whatever unexpected and exciting opportunities arise to impact your finances.
When moving to a different country, the process of taking your assets with you can be complex. Our team will ensure your wealth is internationally portable, together with our management and servicing.
Achieve your goals in 4 simple steps
Contact us via phone, email, or our website. Our team ensures personalised service, matching you with a dedicated adviser for comprehensive financial guidance.
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.
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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.
Professional Support Overseas
The different financial laws in varying countries are complex and can be difficult to contrast and assess all at once. The international financial planners at PLU Financial can offer peace of mind and expert advice for your situation.
Our specialists have the knowledge and experience to confidently advise on different jurisdictions and legal systems. You will receive personalised advice which helps you to manage your assets. Rest assured that we’re committed to serving our clients, wherever life takes them.
Providing a comprehensive approach to managing your finances. Forming strong, lasting relationships that help you achieve your goals and financial wellbeing.
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.
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.
Understanding your financial situation and how that impacts your tax liabilities is central to the advice and tax planning services that we deliver.
We proudly provide continued support and advice to our clients, wherever they are in the world, to ensure that their assets are protected.