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Independent Financial Advisor in London
Plutus Wealth Management LLPAddress: Bridewell Gate, 9 Bridewell Place, London, EC4V 6AW Telephone: 020 7871 5200 Fax: 0843 216 1920 E-mail: info@plutuswealth.com Contact: Georgina Partridge Gemma Stanbridge Tom Diaper Plutus Wealth Management LLP provides bespoke personal financial advice and wealth management for a diverse range of clients. We have an open door policy and we specialize in those who are new to financial planning. We are generous with our time and we are happy to help. We are new company, wholly independent, with a fresh approach. If you would like to discuss any aspect of your financial affairs, whether you are new to financial planning or you are an experienced investor with an existing portfolio, we would be happy to hear from you. Either contact us directly after you have met the team on our website www.plutuswealth.com or email your enquiry to info@plutuswealth.com. We are a truly service lead organisation and as such our clients become a part of Plutus by way of a retainer. The retainer pays for ‘Your Service’. We offer three different levels to reflect the different amount of attention that a client wishes to receive. We provide a truly concierge service to our clients where, rather than have one person looking after all your financial affairs, you have a team of people working for you with a ‘consultant’ acting as your main point of contact. This document explains what you should expect to receive in terms of service. Regardless of the individual plan, you can expect to hear from Plutus on a regular basis, with news updates on financial matters, seminars and workshops. We are always at the end of the phone willing to discuss your portfolio.
Plutus Wealth Management LLP is an appointed representative of Investments Ltd which is authorised and
regulated by the Financial Services Authority. FSA number 541499.
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