Plutus Wealth Management - London

Plutus Wealth Management is a reputable financial services firm located in the heart of London, at Aldwych House, 71-91 Aldwych, London WC2B 4HN, United Kingdom. They can be reached at 2078715200. Their website, plutuswealth.com, provides a wealth of information about their services and team.

This company specializes in financial planning and mortgage brokerage, making them a one-stop-shop for individuals and families looking to manage their finances and plan for the future. Their team of experienced professionals can help you navigate the complex world of finance and make informed decisions about your money.

Plutus Wealth Management has a wheelchair-accessible entrance and toilet, making their office accessible to all. They also have toilets available for use.

According to Google My Business, Plutus Wealth Management has received 27 reviews with an impressive average opinion of 4.7/5. This is a testament to the high-quality service they provide and the satisfaction of their clients.

Reviews of Plutus Wealth Management

Cir

5/5

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.

Karen Carter

5/5

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!

JD Cox

1/5

Having had advice from Plutus Wealth Management for a number of years I have, recently, formed the opinion that they are incapable of both reading the markets and reacting to changing circumstances. As a result of these failings my pension investment with Plutus Wealth Management has reduced in value by almost 20% in six months. To reach such a result is, arguably, difficult to achieve. Consequently, I am not able to recommend their services.

carla p

5/5

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.

Rose McCarter-Field

5/5

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!

Hannah Suthren

5/5

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.

Joshua Dobbs

5/5

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.

Hannah Foggo

5/5

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!