PLU Financial Reviews 83

Gus is a likable and professional advisor who engages with clients. He thoroughly explained recent market activity and its impact on our investments whilst reassuring our concerns.

I have nothing but good things to say about my experience with PLU financial - reactive, attentive, even on weekends, and they go out of their way to help where necessary.

Our Senior Wealth Advisor, Oliver Medina has been working with us for nearly 9 years. He has always offered excellent advice and managed our portfolio to our great satisfaction, even through some very difficult and fluctuating stock market conditions.
Oliver replies quickly to messages and emails and he is always happy to offer guidance when needed.

Oliver Medina has been representing my parents David and Diana for around 10 years. Over that time, he has consistently provided a high level of service and support.

He is always responsive, easy to reach, and takes the time to explain things clearly, which has been especially important for my parents. They’ve felt confident and well looked after, knowing they can rely on him for guidance and timely advice.

It’s not easy to find someone trustworthy in this field, but Oliver's professionalism and dedication really stand out. I would definitely recommend his services to anyone looking for a reliable and attentive financial advisor.

We recently made the decision to move to a new financial advisor company after a frustrating experience with our previous provider, who was often inefficient and difficult to reach. The difference has been remarkable.

From the very beginning, the new team (for us it was Ben & Gus) has been approachable, responsive, and highly professional. What stood out most is their transparency—they clearly explained how they would represent us, outlined their fee structure and ensured we fully understood every step of the process. There were no hidden surprises, just honest and open communication.

Their one-to-one service has been excellent. We feel genuinely supported and confident that our financial interests are being handled with care and expertise. It’s refreshing to work with a company that prioritizes both clarity and client relationships.

We would highly recommend their services to anyone looking for a trustworthy, efficient, and transparent financial advisor.

David & Alison.

From the very beginning, Ben and Gus at PLU Financial have been outstanding. They are both highly professional, approachable, and genuinely invested in helping us plan for the future.

They’ve taken the time to clearly explain our options and have guided us on where and how to invest our savings with confidence. What really stands out is their ongoing support with regular check-ins and a commitment to stay with us all the way through to retirement.

On top of that, they’ve gone above and beyond by introducing us to subject matter experts to help us navigate becoming Spanish tax residents, which has been incredibly valuable.

No matter the question, they’re always quick to jump on a call or meet face-to-face, and nothing ever feels like too much trouble.

I wouldn’t hesitate to recommend Ben and Gus to any family member or friend.

I started working with PLU six months ago and they have been so helpful in organising and structuring both my investments and pensions. I couldn’t speak highly enough of them, they are attentive, patient and thorough. Could not recommend their services enough.

Since I moved my investments to PLU (specifically Ben Noifeld) I have been more than satisfied with his business approach and communication. He has willingly met face to face (he is based in southern Spain and I am in southern France) and proved his willingness to assist/advise his clients. Highly recommend.

This new company has been very upcoming and forward in my case.
Very good advice, great communication and proactive, responding very quickly when needed. Their approach is certainly friendly, informative and willing to help clients’ performance. Ben is my adviser and I value and recommend his support. Ben even came to France for business and visited me , so that gave me the opportunity to meet him in person. I recommend this company.

In the world of financial advisers for British expatriates abroad, particularly few stand out as noticeably and as positively as PLU Financial. They mix thorough fact-finding with creative financial solutions that are clearly tailored to their clients' particular requirements - the more commonplace off-the-shelf solution doesn't feature in their thinking. Highly recommended for their diligent approach to understanding their clients' needs, transparency and knowledge.

I am extremely confident I made the right decision in moving my plan to PLU Financial and more importantly, benefit from the expert management of Glenn Barker. Since moving, the performance of my portfolio has substantially improved after Glenn recommended changes to the funds.
The process of moving to PLU Financial was easy and straightforward, while being professional as expected from a company that takes regulation seriously. (Which is something I felt was very important) Based on this experience, I have no regrets and very glad that I moved my plan.
I wouldn’t hesitate to urge others to do the same and benefit from the expert management of Glenn Barker.

As new clients we are very happy with the service. The team are reactive, professional, reply quickly to any query we have, easy to speak to. Their knowledge and customer service make us confident we have made the right choice to be clients of PLU Financial

Totally reliable. Quick and efficient with a friendly staff

PLU have focused on my personal needs in relation to developing investments. They have done more than expected in supporting me with differing aspects of financial management.

I have invested through Ben Noifeld at PLU since the start and been very satisfied with their service.

Oliver Medina has looked after my finances for a number of years now, he is utterly professional, competent, calm, considered and is also a genuinely nice person who takes as much time as necessary to make sure i understand his advice and am comfortable with my investments and any decisions I need to take with my investment portfolio. Oliver advises, makes sure i understand then lets me make decisions with no pressure at all and taking as much time as I need.

Oliver has given excellent financial advice with my portfolio steadily growing and none of my investments have ever gone into the red, ever!

I`m so happy that I managed to track Oliver down to his new company, I can absolutely recommend him and trust him implicitly with my investments.

Knowing Oliver, I`m sure he would say that he`s doing nothing special,...... in which case I would say to him just keep doing nothing special!!

MARK SMITH has been helping advise me for a number of years, and always is very clear, and up to date with his information . I have been very happy with the service, and feel the pension fund is in good safe hands. I would have every confidence in recommending him to anyone else.

Ben and his team are extremely responsive, well-organised and always ready to jump on a call if/when needed. They benefit from a wealth of experience. Great service!

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.