Our People

At PLU, we view our relationships with our clients as a partnership based on trust. Each member of our team makes a huge contribution to both PLU´s and our clients’ success.

We are a team that is straight-talking, down to earth and go the extra mile for our clients. We deliver on our promises. We are good listeners. We have a united vision of putting our clients' financial wellbeing at the centre of our business.

Director & Financial Planner

Director & Financial Planner

Director & Financial Planner

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.

Our team take an all-encompassing approach when working with clients.