Plutus Partnership Ltd

Independent Financial Adviser  5 Turnstone, Blackpool, Lancashire, FY3 8FH
First meeting at adviser's own cost
At Plutus Partnership, we offer a truly independent, holistic financial advice service to clients throughout the UK. There is no one size fits all and we will look at every clients individual circumstances.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
9.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Lee Gleave
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Based in Lytham St Annes but covering the whole of the Country We have clients in most parts of the UK. We also have additional adviser support through our principle Smith, Law & Shepherds IFA Ltd.

Our services

Listen to our clients, find solutions and create plans based on their individual needs and circumstances.

Where to find us
Head office address: 5 Turnstone, Herons Reach, Blackpool, Lancashire, FY3 8FH
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.0/10
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FCA authorised
Last authorised 19th October 2020

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