PLU Financial Avis 85

Mark Smith is our financial adviser and the service we have received has been excellent. Specifically around;
1) the returns on our portfolios
2) the communication around the market and how it impacts our holdings
3) understanding our immediate, medium and long term needs
4) having patience when I am having a senior moment
Having experienced other financial advisers we are happy to have Mark working with us to help us achieve our financial future.

I have been extremely well looked after by Liam Speake, my IFA, for some 10 years now, and there's always been a very high level of professional service. My Pension affairs have been carefully guided through economic good times and bad and I have enjoyed excellent returns year after year. I would recommend PLU to everyone as the company is rock solid and staffed by the very best financial advisors. If I were to rate PLU on a score from 1 to 10 then they would hit 27, they are that good.

Since moving from the UK to live permanently in Spain, we have worked with Mark Smith, now of PLU, for almost five years. During that time we have always felt that he had nothing but our best interests at heart, that the advice we received was appropriate for our situation and enacted upon promptly. Even when we thought that our plans from five years ago had been put into disarray by the recent budget, following the change of government in the UK, it turns out that Mark's advice has ensured that we remain on target. We are in regular contact to review our position and keep it relevant.

The service from Oliver and his associates has been second to none. Any queries I have are answered quickly and helpfully. My hard earned savings are in very safe hands. Would recommend this service to anyone wishing to invest.

Since retiring overseas Mark Smith at PLU has been both mine and my wife's trusted advisor for a number of years, Dealing with pensions and savings,
Offering constructive and real time advice, reviewing my investments and making changes appropriate to getting the best returns.
He speaks in a knowledgeable yet understanding way so we all know what is
being discussed and what changes are needed.
With 1/4 reviews plus contact anytime it is easy to contact Mark and the team, they offer a great and trusted service.

Our FA is Mark Smith. He has proven to be reliable as well as knowing what he is talking about and being able to explain our various options clearly. PLU allows Mark to fully focus on our needs and manage my portfolio successfully. I would recommend both Mark and PLU.

Mark ensures that I am kept fully up to date in all aspects of my financial matters pertaining to my funds. He explains things in a precise way which is easy to understood, and he listens to my comments, answering my questions fully and clearly. Mark is personable and understands my needs and requirements which ensures that I get the best service. I feel confident that my fund is being managed effectively and efficiently.

I want to thank and highly recommend Mark Smith. He is very knowledgeable and offers well thought out advice relevant to my circumstances. I feel totally confident with Mark as my financial advisor. He's reliable, professional and is true to his word with regular updates. I am delighted with the performance of my pension investments, despite the market challenges in recent years. Thank you Mark, you give me peace of mind.

Oliver Medina has been looking after my affairs for some years. He has given me sound advice on many aspects of my portfolio which has worked out well. He is always pleasant, approachable and easy to contact. We have regular phone appointments but he is always ready to give help and advice in between. I am so pleased with the help he gives me which has resulted in invaluable peace of mind.

We have been looked after by Ben Noifeld for over 5 years and have always found him helpful and honest. I have trusted him with our future.
The PLU are professional, friendly and innovative.

Mark Smith, my personal financial advisor, always puts the effort in to explore and suggest potential tweaks to my portfolio if a fund is performing unexpectedly, though this very rarely happens as his initial suggestions have proved very sound indeed. I have been with Mark for two and a half years, pre-dating his time with PLU. I instantly found him likeable, kind and dedicated, as well as superbly versed in trends and global events' influence on investments. PLU provide freedom to adapt as necessary or desirable. I find the fees reasonable. Regular meetings are well-spaced, and I like the ability to contact outside of the regular meetings if I have any questions or concerns about my investments. I have total confidence in my advisor and PLU. This gives me peace of mind, as well as a return.

Mark Smith of Plu Financial manages our investment portfolios and pensions. We are extremely happy with the service Mark provides. His recommendations and advice have been extremely beneficial. He is very proactive in the investment market and is very professional. We would have no hesitation in recommending Mark to any potential clients.

Mark Smith of PLU Financial has been our financial adviser for over 5 years, he has helped us with both pension and investment advice recommending tax efficient products. We appreciate the quarterly reviews where Mark updates us on our investment progress and provides suggestions to improve our portfolio. Mark explains the products well, is very knowledgeable and the service we have received has been excellent. We have no hesitation in recommending Mark of PLU.

PLU ans specifically Ben Noifeld are very professional, accurate and give sound financial advice.They have helped me with my pension overseas and very recently about the possibility to top up my UK pension while living abroad.
Ben is always available on short notice to discuss financial matters and his organisation very responsive.

The comments below relate specifically to Oliver Medina and reflect the view of both my wife and myself. We have been dealing with Oliver for approximately three years and our experience during that times has been entirely positive. Before Oliver we had a succession of Advisors, some better than others, but none entirely satisfactory.
The contrast between Oliver and his predecessors was striking. The first thing was that he listened to us and then reflected his understanding of our requirements to ensure no misunderstanding. That alone gave us confidence to go forward. He was prompt in his response to queries and explained his recommendations in the quarterly review that was agreed. In addition we are an elderly couple and he was patient with us and helped considerably with any IT worries we encountered.
Over the time in which he has acted for us his approach has been professional throughout and we have established a high level of trust with him, may I say, in contrast to his predecessors.
If Oliver's performance is emulated by his colleagues we are more than content to remain with his Company.

Amazing firm, their ethos and availability is beyond what one would expect, they are very helpful and efficient in explaining every detail of their services I have recommended them already and will continue to do so, i am fully confident we will be working together for a loooong time:)

As always solid advice and prompt service from Liam Speake. During 5+ years of working together I have always trusted Liam to keep my best interests at heart. Good performance from my investments over the last 6 months.

Personal, professional service.
Sound advice has ensured my portfolio has withstood difficult times.

Excellent service and very good Client support from all at PLU.
Recommended, thank you all at PLU

"Thank you so much for being an incredible advisor and an incredible listener. You constantly help me put things into perspective and prepare me for the great things with my security in mind"