PLU Financial Avis 85

We’re extremely satisfied with PLU Financial. It’s very reassuring knowing Ben and Gus are looking after our hard earned money. They’re extremely fast to respond when we reach out to them, explaining all quieres thoroughly making sure we understand all procedures, which they deal with fast and efficiently.
It’s apparent PLU has our best interest at heart, recently they contacted us explaining how we can make a saving in fees.
Needless to say, we recommend PLU wholeheartedly.

A company with a great level of knowledge in the finance industry.
What I like is the personal feel about our conversations and correspondences , very professional but at pleasant personal level .
We started using PLU several years ago and considering how the global financial situation has been over the last couple of years we are still happy with the service they have given us

PLU has been a pleasure to work with particularly as I have had disappointing relationships with two previous advisers prior to transferring to PLU. They have been concerned to really understand my needs and to keep the cost of the investment envelopes they recommend to the minimum. I have found the information they have provided clear and easy to understand and they remain in regular contact with me. While nothing in life is set in stone, I hope and trust that the relationship I have with PLU will continue well into the future.

We have been working with Ben for several years and we have found him to be very understanding of our changing needs and able to advise us on our best options. He is reliable, a great communicator and someone I have recommended to lots of friends, who have always been happy with his advice.

The most reassuring aspect of dealing with this company is the regular personal contact and the willingness to communicate and explain.

PLU have enabled us to restructure our investments, our savings. As far as is possible, we now have a greater understanding of how the vehicle works.

Very happy with my experience of dealing with PLU. Good advice, communication and feedback on performance.

Swift communication and feedback throughout the process

Ben Noifeld has been looking after my interests for the past 4 years. His professionalism and integrity are second to none.I look forward to our continued success with PLU Financial.
Well done all.

Always reactive and looking for ways to improve their already excellent service. Personally I could not be more satisfied and highly recommend the company. Keep up the good work.

I am extremely happy with the exceptional service provided by PLU Financial. Ben, my financial planner, consistently offers insightful advice and demonstrates remarkable patience in explaining the rationale behind his recommendations, all while considering my long-term goals. PLU Financial provides a personalised experience, with regular reviews of my financial situation every three months. Additionally, I appreciate Ben's prompt responses to my emails, consistently replying on the same day.

Great advice, great products, I feel very comfortable with my investments being handled via PLU. Ben, our advisor works hard to ensure our money is invested well. We have no complaints at all.

I am delighted to write a brief note on Nick Holmes whom I have known for more than 12 years.

Although retired now, I have lived in the middle east for several decades during which time I have had contact with numerous financial advisors but in all honesty I would have to say, Nick is the only advisor that I have relied upon or would recommend to anyone, including friends.

Nick has provided a highly personalised & most professional service & advice on investments, financial planning and retirement. Nick has an outstanding and up to date expertise & knowledge of the financial sector including an expansive range of investment avenues.

Over the years, we have had numerous meetings, zoom & telephone calls in which he invariably provides individual specific, down to earth and valuable investment insights and financial recommendations - he routinely monitors and reviews our financial status. One early and major investment that Nick recommended, has proved to be extremely successful, providing long-term financial security.

Investing hard earned money with unknown factors is extremely scary. Being an expat complicates that. Now whilst PLU is a fairly new business we have known one of their directors for 4 years now and building up trust with his business has been of paramount importance. I feel that my money is being managed extremely professionally and that I am getting a great return on my investment. Our quartely meetings are very valuable and keep me abreast of what is happening in the financial world. Finally, I want to call out Ben Noifeld who always has the time and patience for me whether via email or the phone and who explains things in plain English. That for me is priceless.

It’s very difficult as an expat to find a financial advisor in the South of France who provides an excellent service at a reasonable transparent fee. Ben Nofield one of the Directors from PLU financial has managed my portfolio successfully for the past 3-4 years and I can highly recommend Ben.

It takes a great leap of faith to entrust your hard earned pensions to a total stranger – which let’s face it – is what we have to do even if a company or their representative come highly recommended. So I was relieved to find Ben Noifeld a couple of years ago. He listened to what I thought I needed, advised me accordingly, set up a plan to meet my risk averse needs and kept me informed on a regular basis. When I heard that he had become a co-founder of PLU Financial it was without any hesitation that I asked him to continue looking after my pension pot for me, especially as I need peace of mind now that we have decided to return to the UK. Ben is a safe pair of hands. He is very professional, responsive, knowledgeable and honest. He will explain everything in layman's terms (ideal for me) and will answer any and all your questions at any time. Thanks Ben – one thing less to worry about!

Lots of businesses tell you how good they are but not many live up to their claims. PLU do every single time!
I had to make an unplanned withdrawal recently and needed the funds quickly which I thought might be a problem but not for Ben & Gus they just got everything sorted and then Gus just sat on the phone with whoever he needed to making sure everything got pushed through, amazing service! thank you gents, I would have no hesitation in recommending PLU to anyone who wants to enjoy good old fashioned customer service

Liam Speake at PLU started looking after my pensions and investments affairs back in 2017, and I have no intention of moving elsewhere. Despite moving between countries (and continents) since then, Liam has continued throughout to provide relevant and expert advice, regardless of jurisdiction, via regular portfolio review meetings. We have a level of trust and friendship, built up over the years, which I value highly.

I’ve been a client of Ben’s for a few years. He consistently delivers an excellent personal service. He is thorough, engaged and highly knowledgeable. This combined with a natural ability to explain complex issues clearly and in a way clients can understand.
I highly recommend Ben and his PLU team.
Well done Ben.

The approach this company takes is exemplary. Ben has taken his time in getting to know what we are wanting and then given us excellent advice and help in getting to our goals.

Their regular chats with advice and contacts makes the whole business around our investments a lot simpler.

We now have a very good relationship between Ben and ourselves and feel confident in recommending this company.