Plutus Wealth Management LLP

Independent Financial Adviser  Huish Lane, Basingstone, RG25 2LA
First meeting at adviser's own cost
Plutus is an award winning IFA firm providing independent advice, mortgage advice and wealth management for any individual.
We can advise you on
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Annuity purchase
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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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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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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Socially responsible investments
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Stockbroking services
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Georgina Partridge
Partner, IFA and Mortgage Adviser

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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.

This examination assesses a knowledge and understanding of financial protection plans.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services and their regulation.

What our clients say
Plutus Wealth Management and in particular Georgina Partridge are a breath of fresh air. My last contact with an IFA over 7 years ago was left me feeling confused and pushed into a corner. I was reluctant after this experience to seek financial advice again. 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!
Rose McCarter, London
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.
Kate Cook, London
Their personal approach is what I value most about Plutus. I know that what they advise is for my benefit and can rely on them to be up to date on all my requirements. They are a highly professional team and I have recommended them to others.
Alison Wyndham, London
About us

Plutus is an award winning Independent Financial Advisers based in central London. We provide independent advice and wealth management to companies and individuals. We have a diverse range of clients and specialise in those new to financial planning. Plutus brings together experienced, able and highly regarded individuals, our emphasis is on building strong, long lasting, personal relationships with our clients. We pride ourselves on giving a fresh perspective to clients and their financial affairs.

Our services

Gold Standard Award for Independent Financial Advice 2018 and 2017. Retirement Planner of the year 2017. Shortlisted Money Marketing Adviser firm of the year 2017. Shortlisted Unbiased Awards Value of Advice Ambassador 2017, Shortlisted Retirement Adviser of year 2017. Chartered Financial Planner of the year 2016. Winner Young IFA of the year 2016. Shortlisted Unbiased Awards Investment IFA of the year 2014, Shortlisted Unbiased Awards Social Media Adviser of the year 2014, Winner Value of Advice Ambassador Unbiased Awards 2013, Winner Young IFA of the Year Unbiased Adviser Awards 2013, Shortlisted Money Marketing Small Company IFA of the year 2013.

Where to find us
Head office address: Huish Lane, Basingstone, RG25 2LA
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£500,000
Advice methods
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    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
10/10
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FCA authorised
Last authorised 19th October 2020

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