About PLS Financial Services Ltd

We are Independent Financial Planners providing bespoke advice for Individuals, Businesses and Trustees. Your success is our success. Charles and Georgia are a father and daughter team who between them offer many years of experience.
Established in 2008, our objective is great financial outcomes for our clients. We give sound financial advice to meet your needs and objectives, whether you are an individual, company or Trustees. We have our own 'In house' pension transfer specialists and when required work with other professionals, such as Solicitors and Accountants to provide a complete solution.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Expatriate finances:
  • EEA

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

  • Mortgages:
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Equity release
  • Right to buy
  • High loan to value
  • Self employed
  • Self build

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