# Plutus Wealth Management

Plutus Wealth Management is a Bank / Wealth / Trust based in London, United Kingdom.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** London, United Kingdom
- **Region:** Europe
- **Address:** London, United Kingdom
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** plutuswealth.com
- **LinkedIn:** https://www.linkedin.com/company/plutus-wealth-management-llp

## Regulatory record

- **CRD number:** 329764
- **Registration status:** State-Registered Investment Adviser (CA) — not registered with the SEC; per IAPD as of 2026-10-22
- **Latest Form ADV filing:** 2025-03-04T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Plutus Wealth Management was founded in London in 2009 by Managing Partner Mark Croxford. The firm is structured around a financial-planning-led investment management philosophy — tax planning and cash-flow modeling sit upstream of any portfolio construction. Croxford and a team of chartered planners, many of whom exited large UK institutions, operate under a deliberately simple banner: discretionary fund management for individuals, entrepreneurs, and businesses who want the same advice the principals would take themselves. The firm’s discretionary service covers direct equities, fixed income, and collective investment schemes, deployed across UK and international markets. Plutus does not chase institutional mandates or operate a fund-of-funds structure; each client portfolio is managed on a segregated basis. Mortgage advisory runs alongside the core wealth offering through in-house advisers Andrew Richards and Alex Wild. No specific portfolio companies are publicly named, consistent with a private-client book that does not market deal-by-deal transparency. A ten-person team operates from the firm’s single London office. Plutus places no emphasis on AUM disclosure, instead publicizing a string of UK adviser accolades — including Retirement Planner Awards Estate Planner of the Year, a Moneyfacts commended Investment Adviser of the Year, and multiple New Model Adviser Top 100 listings. Plutus separates itself from most UK wealth managers by fusing chartered financial planning and investment management under one P&L. The same adviser who builds a client’s lifetime cash-flow model also selects the securities, removing the handoff between planner and fund manager that introduces friction in larger peers.

## People

- Mark Croxford — Managing Partner, Financial Planner & Investment Manager
- Julius Lipner — Chartered Financial Planner, Chartered Financial Analyst & Investment Manager
- Ruban Sanmuganathan — Chartered Financial Planner
- Claire Marlow — Chartered Paraplanner
- Stefan Starr — Chartered Financial Planner
- Andrew Richards — Independent Mortgage Adviser
- Alex Wild — Financial Planner & Mortgage Adviser
- Damyanti Patel — Administrator
- Alex Stedman — Associate Financial Planner & Paraplanner
- Philip Forrester — Chartered Financial Planner

## Questions

### Where does the firm's adviser talent come from?

The Plutus team page notes that many advisers joined from large financial institutions, seeking a practice with more freedom and client alignment. Several carry the Chartered Financial Planner designation, and Julius Lipner adds the CFA charter — a combination of credentials that is rare among UK planning-led firms.

## Related profiles

- [Plutus VC](https://altss.com/profile/plutus-vc)
- [Plux Ventures](https://altss.com/profile/plux-ventures)

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Updated: 2026-10-24T15:05:19.619Z

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