Plutus Wealth Management LLP

Independent Financial Adviser  Olympic Park, Greater London, London, E20 1AG
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 review
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Pensions transfer
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Mortgage protection
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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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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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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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Group Pension/Stakeholder
Response rating
9.2/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR David Bradley
Independent Financial Adviser

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 qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

What our clients say
We have known David for many years. Over this time he has provided us with honest, unbiased and positive advice. He has taken the time to understand our family needs and has worked closely with us to tailor a range of financial investments. We would have absolutely no hesitation in recommending David to others requiring financial advice and first class service.
Andrew, Midlands
David arranged my pension transfer with the minimum of fuss. He was prompt and polite and explained everything in a way I understood. Overall I was extremely pleased with the advice I received and would happily recommend him to my friends and family.
Darren, London
I have known David for nearly two years now I have found him to be very professional, honest and knowledgeable, His help proved invaluable with a mis-sold pension deal that I was held in from another company. David has always managed to keep me informed and up to date with all aspects of my financial investments and he's hard work for my future is outstanding.
Bernie, Bow
Just short a note to thank you for sorting out the mess that was our portfolios. You took the time to explain everything to us and sorted everything out. We are now at retirement age. It's a comfort to know that our finances are sorted and we can relax and enjoy our retirement. Thank you so much. Regards Michael & Mary
Mary & Michael, Finsbury Park
"David takes the time to fully understand his client's financial requirements and provides very informative advice. It is always easy to contact him by phone/email if we have any questions or queries. We are extremely pleased with the financial services he has provided to us."
Chris & Mary, North London
Thank you for your patience and for sticking it out with me! I really appreciate all your help. I will definitely recommend you to everyone and I’m sure it will not be the last that you’ll hear from me as we’ll be heading towards a mortgage soon.
Elizabeth, East 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

With more than 25 years’ experience in financial services, I am a Chartered Fellow of the Chartered Institute of Securities and Investment and pride myself in giving top quality advice and service to all of my clients. I offer independent advice on all aspects of financial planning, including pensions, investments and financial protection.

Where to find us
Head office address: Olympic Park, Stratford, Greater London, London, E20 1AG
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
  • phoneButton
    Telephone
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    Face to face
Response rating
9.2/10
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FCA authorised
Last authorised 26th July 2021

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