Plutus Wealth Management LLP

Independent Financial Adviser  Huish Lane, Basingstoke, RG25 2LA
First meeting at adviser's own cost
Plutus is an award winning Chartered IFA firm providing independent financial advice and mortgage advice.
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
9.0/10
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FCA authorised
Last authorised 27th September 2021
Meet our advisers
MISS Georgina Partridge
Independent Financial Adviser 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 examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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
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
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
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!
Karen Carter, London
From business investments, mortgage advice or setting up a pension, Plutus have been brilliant since I started using them in 2016.
James Penn, London
Having approached Plutus to consolidate various pension funds and arrange a mortgage I found the team highly professional, transparent in the fees and charges and competitive. They are approachable and always have time to go through the detail.
Richard Cogan, London
I can highly recommend Plutus Wealth Management - I have been with them for many years, and have no complaints at all. Excellent service on all levels.
Rebecca Michael, London
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.
Josh Dobbs, London
About us

Georgina provides independent advice to individuals. She specialises in pensions and investments and later life planning; equity release, long term care and inheritance tax planning strategies.

Please do get in touch for an initial chat over the phone, without charge, to establish if she can help.

Our services

Pensions, Investments, Estate Planning, Long term Care and Equity Release.

We can offer advice on final salary schemes but the minimum level we would consider providing advice on is £500,000 valuation.

A few of our awards;

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, Basingstoke, RG25 2LA
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£500,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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
9.0/10
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FCA authorised
Last authorised 27th September 2021

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