About Plutus Partnership Limited
Plutus Partnership Limited provide a broad spectrum of financial plans and strategies, tailor-made for individual, family and business's along with individual and corporate wealth management
We aim to offer clients a complete service with one point of contact right through from start to finish, providing totally impartial financial advice, recommending suitable products and submitting applications through to completion.
Plutus Partnership understand different clients have differing needs. I will listen carefully to your requirements and provide the right solutions and will explain things in an easy to understand way without the jargon.
We offer a truly personal and professional service and using the latest technology we are able to offer meetings at a time to suit your needs and at a place of your choice be it at your home, place of work or at our office in Lytham St Annes.
If you choose to become a client, we will work with you to develop, implement and maintain a comprehensive financial strategy to meet your personal and business needs. This will assist you and your family in maintaining and growing your wealth, supporting your lifestyle and protecting against risks.
We offer you high quality advice, excellence in service and careful and sustained attention to your needs.
Specialties: Retirement Planning, Savings/Investments, Wealth Management & Mortgages
Lee Gleave
Independent Financial Adviser
With over a decade in the financial services industry as well as being sufficiently qualified to offer this high level of service we are Financial Planning firm based in Lytham St Annes Lancashire.
The figurehead of the company is Lee Gleave. Lee's experience covers him well to offer guidance on how to make the most of your money throughout each stage of your financial life personal or business.
As an Independent Financial Adviser Lee has become fully qualified in areas such as Trusts, Inheritance Tax Planning, Retirement Planning, Commercial Finance, SIPPs and Investment Planning, to name a few and by establishing the clients Attitude to Risk and financial objective, Plutus are able to tailor solutions to your situation.
Lee also spent a number of years providing advice and recommendations to the public around whole of market residential/BTL mortgages, Equity Release and protection.
Qualifications
CeMAP - Mortgage Qualification
CeRER - Equity Release Qualification
DipPFS - Diploma in Financial Services
Contact us
Call: 07792 166648
Email: lee@plutuspartnership.com