Our aim is to help you to achieve a secure financial future for you and your loved ones, offering comfort in retirement, reducing inheritance tax worries and ensuring you have just the right insurances in place, just in case. We constantly monitor global changes in the financial world, aiming to improve the returns on your investments. Formed in 2008 by Elizabeth Leslie-Smith and Simon Palmer, PLS Financial Services prides its self in going that extra mile for its clients. Simon and Liz’s combined experience accrued over fifty years of working London, Hong Kong and New York brings international intelligence to the local market. Our ethos is to help our clients achieve their financial goals by looking at their whole financial situation; discussing what they would like to achieve with their lives, finding out how they feel about financial risk, and working on a tailor made financial plan.†Far too often we have met new clients who have been sold a product in the past, then left and never seen again; often with little knowledge of what they have actually bought or what it is meant to achieve for them. At PLS we carry out regular reviews to keep our clients up to date with the progress of their portfolios. It is very important for our clients know what is happening with their investments.†When you do business with PLS Financial Services, you will be joining a growing and healthy portfolio of clients both home and abroad all benefiting from global knowledge with a personal touch.
