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Our Regulation, Your Peace Of Mind
FCA regulation gives reassurance that your pensions and investments are safe with advice from Partners Like Us.
PLU Wealth (UK) Limited is authorised and regulated by the Financial Conduct Authority (FCA) and is entered on the Financial Services Register under Firm Reference Number 1036078.
Our business builds on the strong foundations established by FairTrade IFA, which was directly authorised by the FCA from 2009 under Firm Reference Number 504022. During that time, FairTrade IFA provided independent financial advice across pensions, investments and insurance, earning the trust of clients through a commitment to professional, client-focused advice.
In 2026, the business transitioned from a sole trader practice to PLU Wealth (UK) Limited, enabling us to continue serving existing clients while supporting future growth under a limited company structure. Although our legal entity has changed, our commitment to providing independent, impartial financial advice remains unchanged.
The Financial Conduct Authority (FCA) is the independent regulator responsible for overseeing the UK's financial services industry. Its role is to ensure authorised firms act with integrity, treat customers fairly, and provide products and services that meet consumers' needs while maintaining confidence in the financial system.
These principles are fundamental to how Partners Like Us operates. Putting our clients' interests first, acting with honesty and transparency, and delivering suitable, personalised financial advice remain at the heart of everything we do.
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Where Next?
Wealth Management
Comprehensive wealth management, focusing on forming strong and lasting relationships that support you in achieving your goals and financial wellbeing.
Pension Advice
Prioritising your best interests, advice on your pension will be clear, trustworthy and jargon-free, ensuring that what is best for you is central to what we do.
Investment Advice
Understanding and supporting our clients for the long-term, our team will help find the right investment solutions for you.
Retirement Planning
Putting your retirement needs first and understanding that a key aspect of retirement is being able to relax and enjoy the fruits of your labour.
Inheritance and Succession
Our experts are here to help guide you through this advice process and ensure that your plans align with legal requirements and best practices.
Migration Services
We partner with multi-jurisdiction advisers to provide continued support and advice to our clients, wherever they are in the world.
Cashflow Forecasting
Our experts will help you understand your cash requirements, giving you the freedom to achieve your goals and make financial decisions.
Important: The value of investments can fall as well as rise, and you may get back less than you invested. The suitability of any investment depends on your individual circumstances. We will explain the risks and recommend solutions appropriate to your objectives before you make any investment decisions.
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