Plutus Wealth Management

    OverviewSuggest Edit

    Plutus Wealth Management provides independent advice and wealth management to companies and individuals. The Company is built upon core values of honesty, integrity and a client focused service.

    TypePrivate
    Founded2009
    HQLondon, GB
    Websiteplutuswealth.com

    Recent NewsAll News

    Latest Updates

    Employees (est.) (Jan 2021)24(-14%)
    Cybersecurity ratingAMore

    Key People/Management at Plutus Wealth Management

    Ashok Lamba

    Ashok Lamba

    Founder

    Plutus Wealth Management Office Locations

    Plutus Wealth Management has an office in London
    London, GB (HQ)
    9 Bridewell Pl
    Show all (1)

    Plutus Wealth Management Financials and Metrics

    Summary Metrics

    Founding Date

    2009
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    Plutus Wealth Management Revenue

    Cash (31-Mar-2018)

    170.1k
    GBPFY, 2014FY, 2015FY, 2016FY, 2017FY, 2018

    Cash

    109.5k145.7k223.7k87.3k170.1k

    Accounts Receivable

    5.1k15.2k

    Current Assets

    119.1k145.7k223.7k92.3k185.3k
    FY, 2014

    Financial Leverage

    1.5 x
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    Plutus Wealth Management Cybersecurity Score

    Cybersecurity ratingPremium dataset

    A

    96/100

    SecurityScorecard logo

    Plutus Wealth Management Online and Social Media Presence

    Embed Graph

    Plutus Wealth Management Blogs

    New Year’s Financial Resolutions: How to set goals and stick to them

    Even if you are not one to make New Year’s financial resolutions, 2021 may be the time to start. Last year was tough for all of us. We endured uncertainty, fear, lockdowns and missed or lost loved ones. Some lost their jobs or their livelihood, and many others felt the pain of financial difficulties…

    An annual review of your financial affairs

    To say that this year has been a roller coaster may be an understatement. We had a new government take office, Brexit, lockdown, and crazy market fluctuations to name just the biggest changes. The end of the year is usually when we take stock of how things have gone and whether we met the goals […] …

    The Planning Series: Estate planning when you don’t have children

    Estate planning is just as important if you don’t have children. Our Plutus Wealth team explains why and what you can do to plan ahead. A couple of months ago we talked about Inheritance Tax and how to reduce your tax bill by planning ahead. Much of that often focuses on leaving an inheritance to [……

    The Pension Series: How to make sure you have enough money to retire

    The thought of retirement can either fill you with dread or with excitement. Some can’t wait to quit the rat race and enjoy a quieter life, while others can’t imagine not working in some way. Whichever category you fall into, having enough money to retire on is something on all our minds. In the thi…

    The Planning Series: Self-funding for care needs, planning for an unknown future

    If this year has taught us anything, it’s that there is no way of knowing what the future holds. While this can be frightening for many, planning for an unknown future and considering self-funding for potential care needs need not be complex or stressful. The final instalment in our Planning Series …

    The Planning Series: A reminder of Inheritance Tax rules

    Inheritance Tax rules are perhaps one of the more frustrating taxation elements for most of us. There are plenty of reasons why, and almost as many ways to reduce your Inheritance Tax burden. In this month’s Planning Series article we offer a reminder of what the Inheritance Tax rules are. We also s…
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    Plutus Wealth Management Frequently Asked Questions

    • When was Plutus Wealth Management founded?

      Plutus Wealth Management was founded in 2009.

    • Who are Plutus Wealth Management key executives?

      Plutus Wealth Management's key executives are Ashok Lamba.

    • How many employees does Plutus Wealth Management have?

      Plutus Wealth Management has 24 employees.

    • Who are Plutus Wealth Management competitors?

      Competitors of Plutus Wealth Management include Manning & Napier, State Street and Charles Stanley Wealth Managers.

    • Where is Plutus Wealth Management headquarters?

      Plutus Wealth Management headquarters is located at 9 Bridewell Pl, London.

    • Where are Plutus Wealth Management offices?

      Plutus Wealth Management has an office in London.

    • How many offices does Plutus Wealth Management have?

      Plutus Wealth Management has 1 office.