At Plumb Financial Services, we offer independent financial advice to individuals, small business owners and major corporate clients. Our areas of specialism for private clients are Investments, Inheritance Tax and Estate Planning.
For corporate clients, we provide advice on setting up and running pension schemes, group life insurance schemes for management and staff, and other corporate benefits and insurances, such as Director's share purchase and option agreements.
We pride ourselves on being down to earth and approachable. We speak plain English and do not confuse clients with technical terminology or industry jargon.
Our Principal, Nick Plumb, has over 18 years experience of working within the Financial Services sector, he currently holds CII/PFS Diploma status and is working towards Chartered status. Nick has clients all over England, Wales, Scotland and Northern Ireland. He is experienced in offshore investments and working with clients who work and/or reside overseas, with particular experience of working with clients in Spain, Portugal and Cyprus.