Overzicht beoordelingen

Plutus Wealth Management heeft een 4.7 - sterrenscore van 3 beoordelingen, wat wijst op een hoog niveau van klanttevredenheid!

5 sterren
2 beoordelingen
4 sterren
1 beoordeling
3 sterren
0 beoordelingen
2 sterren
0 beoordelingen
1 sterren
0 beoordelingen
Beoordeling (1.0)

Over het bedrijf

Plutus Wealth Management, an award-winning Chartered Independent Financial Adviser located in central London, stands out as a dynamic and wholly independent firm. Built on core values of honesty, integrity, and client-focused service, Plutus brings a fresh perspective to financial advice. The company, characterized by its youthfulness and vibrancy, welcomes discussions on various aspects of financial affairs. Whether individuals are new to financial planning or seasoned investors with existing portfolios, Plutus is eager to engage in conversations and provide expert assistance tailored to individual needs.

Key Details:                                                                  

  • Location: The company is headquartered in London, England.
  • Founders: Plutus Wealth Management was founded by Mark Croxford.
  • Foundation Date: The company was established in the year 2009.

Beoordelingen van klanten

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(5.0)
Georgina provided exemplary service
door H.S.

Plutus, and specifically Georgina, provided exemplary service in assisting with critical illness coverage and guiding through the process of obtaining a first mortgage. The level of support and expertise exhibited by Plutus, particularly Georgina, was invaluable. Their commitment to ensuring a smooth experience and providing guidance reflects their dedication to client satisfaction and expertise in navigating financial processes like insurance and mortgages. Highly recommended for their professionalism and assistance in critical financial decisions.

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(4.0)
Philip helped me review my finances
door Anonymous

Philip helped me review my finances, and we worked through the best options for savings and managing retirement income. I am going through the process of managing my retirement income and am confident in the decisions I am making. I am happy with the way Philip works and the advice he has given, so I don't have any comments to make here.

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(5.0)
The company is really good
door Anonymous

The company is really good for employees during the covid time. No dislikes. Work is great. We work Monday to Friday with flexible times. Sometimes, we need to travel within the country for work.

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