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Connecting you with trusted financial partners.
To ensure we can fully meet the needs of our clients, Partners Like Us have a network of longstanding companies that we can recommend for trusted advice in their areas of expertise. From international advisories to tax, mortgages or wills our partners will be happy to help.
Contact Us Today to Understand How We Can Help
Our strategic partnerships provide complementary products and services that we confidently recommend. The expert partners we work with are responsive and offer practical, trusted advice.
By collaborating with these partners, we offer a complete package to ensure that your financial needs are satisfied.
Use Partners Like Us to connect with companies that we not only recommend but are also happy to use ourselves.
Get started today
Our Partner Services
The Mortgage Advisers we use will strive to understand your unique financial situation in order to assist you in finding the best mortgage that suits your circumstances and needs.
Be more than just a customer in 4 simple steps
1
Contact Us
Get in touch with us via phone, email, or our website. Our dedicated team is committed to providing a personalized service and comprehensive guidance from a dedicated adviser.
2
About You
After your free consultation, we will prepare a financial plan that aligns with your profile and goals. Our straightforward process ensures clarity and transparency, all fees will be fully disclosed.
3
At Your Service
When you are ready to proceed with your financial plan, we will begin the onboarding process. Your adviser and our team will keep you updated throughout the secure application process.
4
Ongoing Support
We will provide an excellent and professional service over the long term. You will receive support, updates, and periodic reviews ensuring your financial plan remains aligned with your goals.
Regulation
PLU Wealth (UK) Limited is authorised and regulated by the Financial Conduct Authority (FCA) and is entered on the Financial Services Register under Firm Reference Number 1036078.
Our business builds on the strong foundations established by FairTrade IFA, which was directly authorised by the FCA from 2009 under Firm Reference Number 504022. During that time, FairTrade IFA provided independent financial advice across pensions, investments and insurance, earning the trust of clients through a commitment to professional, client-focused advice.
Where Next?
Wealth Management
Comprehensive wealth management, focusing on forming strong and lasting relationships that support you in achieving your goals and financial wellbeing.
Pension Advice
Prioritising your best interests, advice on your pension will be clear, trustworthy and jargon-free, ensuring that what is best for you is central to what we do.
Investment Advice
Understanding and supporting our clients for the long-term, our team will help find the right investment solutions for you.
Retirement Planning
Putting your retirement needs first and understanding that a key aspect of retirement is being able to relax and enjoy the fruits of your labour.
Inheritance and Succession
Our experts are here to help guide you through this advice process and ensure that your plans align with legal requirements and best practices.
Migration Services
We partner with multi-jurisdiction advisers to provide continued support and advice to our clients, wherever they are in the world.
Cashflow Forecasting
Our experts will help you understand your cash requirements, giving you the freedom to achieve your goals and make financial decisions.
Important: The value of investments can fall as well as rise, and you may get back less than you invested. The suitability of any investment depends on your individual circumstances. We will explain the risks and recommend solutions appropriate to your objectives before you make any investment decisions.
Talk to an Adviser
Our expert partners play an integral role in delivering a comprehensive service.
