About the house
PLU Financial provides wealth management, pension advice and international financial planning for clients whose lives and assets cross borders. Its work also covers retirement, inheritance, succession, tax planning and repatriation.
The firm states that its team brings more than one hundred years of combined experience across UK, EU and international financial planning and wealth structuring.
Services in detail
Long-term planning and investment structuring built around a client’s wider financial position.
Clear advice on pensions, retirement income and the implications of living abroad.
Cross-border planning for clients living, working or holding assets in several jurisdictions.
Planning around tax exposure, inheritance, succession and the protection or repatriation of assets.