Plutus Wealth Management Reviews - 8

My partner and I decided to transfer our

My partner and I decided to transfer our pensions from another company that wasn’t offering us helpful guidance. We were pleased with the advice we got from Georgina in our first meeting. Plutus has placed us in a suitable fund, and we’re satisfied with how it’s been performing. We also have the option to invest in an ISA annually, which is linked to our pension. We get updates every three months and have a yearly review with Georgina. Georgina is always professional and approachable. She listens to our long-term goals and gives us projected income statements, answering all our questions quickly. Plutus' office is located in a great area near London Bridge, with easy access to transport.

Georgina provided exemplary service

Plutus, and specifically Georgina, provided exemplary service in assisting with critical illness coverage and guiding through the process of obtaining a first mortgage. The level of support and expertise exhibited by Plutus, particularly Georgina, was invaluable. Their commitment to ensuring a smooth experience and providing guidance reflects their dedication to client satisfaction and expertise in navigating financial processes like insurance and mortgages. Highly recommended for their professionalism and assistance in critical financial decisions.

I had mixed feelings about the guidance

I had mixed feelings about the guidance from my private banker when preparing for early retirement. Mark really made an effort to understand my situation and objectives before laying out a clear plan to help me reach them. The insights he offered were more comprehensive than what I had gotten from past financial advisors.

Thanks to Ruban's thoughtful pension

Thanks to Ruban's thoughtful pension and tax planning, my retirement savings and investment plans have improved greatly. He has a deep understanding of the subject and tailors his advice to suit each person, not just a one-size-fits-all approach. I really appreciate his help. He's done much more than I had hoped for.

I just wanted to mention that my experiance

I just wanted to mention that my experiance with Plutus during the past year has been mainly pretty positive. Their services have been reliable, and I appreciate the support I received. Overall, it’s been a decent year working with them, and I feel satisfied with what they offer.

The company is really good

The company is really good for employees during the covid time. No dislikes. Work is great. We work Monday to Friday with flexible times. Sometimes, we need to travel within the country for work.

They did a good job of explaining how

They did a good job of explaining how the whole process works and made sure I understood everything clearly. good customer service and helpful team

Philip helped me review my finances

Philip helped me review my finances, and we worked through the best options for savings and managing retirement income. I am going through the process of managing my retirement income and am confident in the decisions I am making. I am happy with the way Philip works and the advice he has given, so I don't have any comments to make here.