Reviews of Plutus Wealth Management. (Financial Consultant) in London (London).

Plutus Wealth Management

27 Reviews

10 Comments

Financial Consultant

Financial planner

9 Bridewell Pl, London EC4V 6AW, United Kingdom

Description

Information of Plutus Wealth Management, Financial Consultant in London (London)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Plutus Wealth Management

Reviews of Plutus Wealth Management

c.

My partner and I moved our pensions from another company, who was not providing us with any useful advice. We were very impressed by Georgina at our first meeting, when we received excellent advice. Plutus have found an appropriate fund for our pension and we are happy with its performance to date. We are also able to invest in an ISA each year which is linked to our pension fund. We receive quarterly updates and have an annual review meeting with Georgina. Georgina is very professional and friendly. She understands our long-term needs and provides us with projected income statements and answers all our questions promptly. Plutus are based in lovely offices near London Bridge with good transport links.

K. C.

I cannot speak highly enough of Plutus Wealth Management and in particular Georgina Partridge. I have been a client with them for several years and their personal approach definitely separates them from their competition. They are a dynamic and engaging team with a strong focus on their purpose, which has always made me feel that I’m in very safe hands. Georgina constantly takes the time to understand my financial goals from a holistic perspective which we regularly review together, and it’s her honesty, professionalism and objectivity that I truly value and trust. I have recommended friends and colleagues to speak to Plutus about any of their financial concerns or objectives and I have no hesitation in continuing to do so. Fantastic service from a fantastic team!

J. D.

There are two basic things I wanted from a wealth manager. Firstly, and most importantly, savvy investment advice based on research that delivers higher than average returns. In the five years I've had Plutus manage my pension, I have got that. They have delivered. Secondly, pro-active, responsive, courteous customer service. I've also got that. Given I am not a super high net worth individual, I've been surprised by the personal attention I've been paid and the high quality of the service I've recieved. I think that's because Plutus knows we have a long-term relationship, so whilst my business is relatively modest on a monthly or even yearly basis, we both stand to gain significantly over the course of my working life.

R. M.

Plutus Wealth Management and in particular Georgina Partridge are a breath of fresh air. Georgina and the Plutus Wealth Management Team were recommended to me by a close friend. I met with Georgina who listened to the details of my financial situation and future plans. She thoroughly explained the short term, medium term and long term financial planning options available to me. Georgina took the time to research my additional queries, without exception she came back to me quickly and always guided me through the paperwork. Georgina’s honest, professional, committed, enthusiastic and down to earth approach has completely changed my view of receiving financial advice, in fact now I am rather enthused by the whole topic and look forward to meetings and of course building my finances for the future!

K. C.

Plutus is not the ordinary run of the mill financial advisor firm. They look at financial management “holistically” i.e. taking into account the whole of your financial picture and future. The advisers at Plutus never speak in ‘finance-speak’ or jargon and it is always a good fun experience. Plutus are the only advisers that I could ever envisage using due to the down to earth approach and the consistent results. I want particularly to thank Georgina for her infinite patience, kindness, humour and fantastic advice

H. F.

I would highly recommend Plutus for mortgage advice. We worked with Andrew Richards and he was very thorough and helpful. Both myself and my husband have hectic lifestyles and Andrew worked around our crazy hours and was very patient when gathering all the information required. As we were so pleased with his advice and professionalism we have since pointed our close friends in his direction - so far thumbs up all round!

c. p.

I have been a client of Plutus Wealth for many years now and can wholly recommend their services. The company has a very personal approach which works really well for me - Ross Yiend has accommodated both my unusual work hours, staying late to meet me, but also travelling across London to see me when it’s been impossible to get to him. The portfolio generated is individualised both to my current needs and future directions with foresight and knowledge in all pertinent areas. I have never been worried as to seeking advice on anything financial-related nor with the trust I have in him. The team really are excellent.

T. W.

Had a great experience with Georgina Partridge and Ross Yiend at Plutus - very friendly and helpful - originally just went for help with remortgaging, but they were so good, ended up getting my pension set up with them too! Met about five other financial advisors, but so pleased I went with Plutus, and look forward to a long and fruitful relationship with them.

H. S.

Plutus and in particular Georgina, recently helped me with setting up critical illness cover. I was so impressed with the service I received, that a few months later I asked Georgina to help me take out my first mortgage. Again, the help and guidance I was given by Plutus was invaluable, especially having never been through the process before.

I. C.

I have received excellent financial planning advice from Plutus Wealth Management LLP during the five years that I have been a client of the company. In particular, Tom Diaper has provided solid pension planning advice during the period of transition for me from investing during my working career to receiving income in my retirement years. I am now able to enjoy my retirement years and to do the travelling and other things that I so looked forward to during my working life.

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