Plutus Wealth Management LLP

Independent Financial Adviser  Olympic Park, London, Greater london, N1 7GU
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
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Mortgage protection
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
Response rating
9.0/10
check
FCA authorised
Last authorised 25th May 2020
Meet our advisers
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
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
Michael & Mary, Finsbury Park
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
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
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 25th May 2020

Similar advisers near you

Independent Financial Adviser 0 mi
Chartered Financial Planner with over 30 years experience. Pension transfer specialist. Focused on long term, strong relationships. Advice over video-conferencing.
 
Independent Financial Adviser 0 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.3 mi
Our aim is simply to advise, and support you, in order for you to make the right choice.
 
Restricted - whole of market 0.35 mi
Quality financial advice in a straightforward, affordable and accessible way.