PLU Financial Avis 85

Liam Speake of PLU has been looking after my portfolio for at least seven years. In that time I have maintained properties in the UK, Italy, Canada and New Zealand. I have found Liam's advice to be exactly what is needed for my situation in each country. Now I am resident in New Zealand and I look forward to our quarterly reviews over the telephone. He has been a steady, efficient and competent advisor. Liam is utterly professional and easy to speak to. I am more than satisfied with his management of the portfolio. I could not recommend Liam Speake highly enough. TB

My adviser (Ben) has taken time to get to know me and understand my financial needs, which are complex being an expat with close ties to the UK. He has been able to support me to make the best decisions regarding my financial situation in collaboration with Rathbones in the UK. As well as regular quarterly meetings, I feel able to contact him at anytime and talk through questions or concerns I have. I truly believe that he and PLU are committed to putting their clients needs first.

PLU Financial is a recently established company with partners who have extensive experience in financial administration and planning. I have gained their trust and I continue to benefit from a sound, professional, trustworthy and tailor made service, which meets all of my financial planning needs. My financial adviser, Ben Noifeld, who is QFA certified, also has a legal background and is in a position to also offer first hand advice on both legal and tax matters. Although PLU is based in a different country, this is not a disadvantage; communication is immediate which is very reassuring. Unlike many other financial advisers, PLU do not charge additional fees, so my investments are not unnecessarily eroded. I can highly recommend PLU to anyone seeking first rate and honest financial advice.

Ben Noifeld has been our financial advisor for the last 5 years, which predates the set up of PLU. We have always found Ben to be extremely helpful and diligent in the manner in which he has handled our affairs, which is why, when he left his previous position to become one of the founders of PLU, we had no hesitation in retaining our relationship with him.

Great communication and we feel that our best interests are being looked after.

As an expatriate working in the Middle East, who travels often to the west, PLU Financial has been an excellent choice for me. The efficiency of their customer service is exceptional. The advisor assigned to me has been handling my portfolio for over five years and has always been in contact to review as well as make recommendations, with the most recent market data. Liam Speake has always made himself available across multiple time zones to bring first in class service.

A portfolio review meeting was scheduled, during which a number of cost reduction areas (fees & commission) were identified, then actioned and in the process the entire portfolio was cleaned up. Having worked with PLU staff previously over many years, I am pleased we have a financial advisory team, which cares for our assets, is up-to-date on taxation and international market performance and opportunities.

I've known Nick Holmes for many years. His review of my pensions and investments has reduced my costs and improved my returns. He and his colleagues are always just a phone call away to answer any questions I have.
I have no hesitation in recommending both Nick and PLU Financial.

I have always received what I consider a very personalized service. The team are always pending and supportive through their insights and guidance to get the very best structure for my investment and intelligent management of the associated costs

I have received advise from Nick Holmes for more than 10 years, both with his previous employer and now as a Director of PLU Financial. Nick has provided sound advice which has protected our investment in both good and bad times such that it still continues to grow. Nick is proactive looking after his clients, sometimes calling with suggested recommendations outside my regular review cycles.

My wife and myself have been dealing with Nick Holmes for many years, now with PLU. We have had tremendous service from Nick over 14 years and he has looked after our investments well. We certainly would recommend PLU services with Nick Holmes

I have trusted Ben with my savings since before PLU.
He has always fully explained how my money is being invested. Unfortunately due to the world economy I have not yet seen an increase in my investment but trust that this will change as the market improves.

The company gives great support and the investment I have made has been growing.

Exceptionnel Communication
My experience in all my dealings with this organisation has been great.
All the staff have helped and guided me through the sometimes complex necessary requirements.
They have always got back to me and addressed my concerns with clear answers.
When they say that they will do something they follow through.
I would highly recommend this organisation.

We made some major changes to our investments and PLU Financial took care of everything and we had absolutely nothing to worry about. Every step was outlined and we had regular updates as things progressed from Ben Noifeld. No hesitation in recommending to anyone needing financial advice.

I can't say anything negative regarding PLU especially Ben & Gus. Always available to offer helpful advice and answer any questions / queries you have quickly and efficiently.

PLU Financial have supported us with financial guidance for around a year now, and we couldn't be happier with their service. Ben, who we've worked with for several years, brings expertise and dedication to every interaction. PLU's advice has been invaluable in helping us make informed decisions and grow our wealth. What sets them apart is their genuine care for their clients' financial well-being. I highly recommend PLU Financial to anyone seeking reliable and personalised financial guidance.

PLU understands your requirements with respect to portfolio growth

I had a first contact with Ben Noifeld in January 2021. Ben understood immediately what I was expecting from him and I am very satisfied with our relationship so far. He is very professional, knowledgeable of the markets, always available when needed and I receive regular feedbacks. In short, I am very happy and satisfied that he is looking after my investments.

We were introduced to PLU and Ben by friends. We found his expertise and advice invaluable in transferring our pensions and investments from the UK in a tax efficient manner. The process was fully explained step by step through on-line meetings, phone calls and emails. We are looking forward to a long association with both PLU and Ben and would highly recommend them.