Wealth Management solutions to maximise your savings, investments and pensions.

Providing a comprehensive approach to managing your finances, forming strong lasting relationships that help you achieve your goals and financial wellbeing.

Understand your financial options.

Whatever your priorities are; planning for the future, creating an income, preserving your wealth and protecting your family. At PLU Financial we work with you to make the most of the opportunities your circumstances bring.

We offer common-sense, clear, trustworthy and personalised advice. Our advisers put into practice their expertise, transparent approach and high levels of compliance to provide excellent customer service and efficient solutions.

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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How We Work With You

We will listen

By understanding your goals and priorities we identify and provide flexible solutions that meet your expectations both now and in the future. Our approach involves a range of services and activities aimed at growing, preserving and strategically distributing wealth to help you achieve your goals and secure your financial future.

We will review your existing arrangements

Benefit from a full analysis and independent review of your circumstances, including any savings, investments, pensions and insurances you hold. Our Second Opinion Review provides insights into your diversification, assessments of your current portfolios, identifies what is driving performance and gaps that require immediate attention, detailing unnecessary costs and offers an action plan for improved returns. Crucially, we will also show how these can fit into your overall financial plan and objectives.

We will provide a full financial plan

Our advice provides solutions that incorporate succession planning and tax optimisation that help our clients manage wealth efficiently and securely. We understand that clear and transparent fees play a pivotal role in building trust and establishing solid partnerships, accountability and enable clients to make informed decisions.

We will make it easy to switch to PLU

Transferring your current savings, investments or pensions to PLU is a seamless and straightforward process. Our team of professionals are committed to simplifying the process. We provide peace of mind, clear guidance and assistance through every step of the transfer.

We will provide regular reviews and be easy to contact

Your regular reviews are one of the fundamental aspects of effective financial management, providing a structure for assessing the progress of your plan. Whether it is an investment portfolio, pension, or an overall financial plan, your regular reviews provide an opportunity to ensure objectives remain aligned with the current economic landscape and personal circumstances.

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.

Discover how you can successfully boost returns with a comprehensive review.

The team at PLU will be committed to listening, understanding and providing solutions that work towards your goals. Your financial wellbeing is our shared vision, we thrive on building partnerships, rooted in trust, communication and a mutual dedication to your success.

Our service helps you benefit from honest feedback from a qualified financial planner who is committed to managing your wealth and simplifying your circumstances, helping you to live your life.

Additionally, we can offer Discretionary Fund Management (DFM) Services that are active, tailored investment strategies, leveraging expert decision-making to potentially outperform markets. It provides personalised risk management and flexibility, allowing for dynamic adjustments. While it may incur higher fees, this customisation appeals to those seeking hands-on, professional portfolio management.

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 financial experts today and unlock the potential of a free financial review