About us
We are a global company, and thanks to our world-wide team of experienced advisors, we are able to provide detailed and personalised financial advice. With over 50 years combined experience, service coverage throughout Latin America, and with partnerships with some of the worlds leading insurance, savings and investment companies, we’ll ensure you’re getting the best guidance from the smartest people in the industry. Our consultants are experienced advisors with strong backgrounds managing a variety of investment products tailored made specifically for each clients goals and needs. Thanks to our range of partners and our independence (we are not exclusively associated with any single financial institution), we are always able to provide the soundest advice for your personal situation.
Funds
Banking Partners
Currencies
Service
Your investments are managed by your personal advisor, and we commit to provide all our clients with service updates every 3 months.
Independence
Our status as a truly independent broker means we are not limited to providing products from any single bank or financial institution.
Security
We care about your investments, therefore we only recommend products featuring high levels of capital protection.
Still have doubts?
Our advisors have extensive experience and solid background in handling different investment products for various clients.
We work with 8 of the most tradable currencies to ensure that our client’s portfolio is in the currency that suits them the best.
Plan actually are never in possession of your funds, your payments are sent directly from your bank to your chosen financial institution and invested immediately into buying units in the funds you select. Your chosen financial institution can be regulated by the British government and can feature government backed 90% invested protection, so your savings have never been safer.
For regular saving and goal orientated investing we design tailored saving plans which fit perfectly into the lifestyle that you have today, therefore not creating any unwanted pressure on your finances.
As its company policy, we focus on institutions which are completely regulated and offer government backed investor protection.
Satisfied Customers
Since I decided to invest, my life took a turn because now I feel relaxed knowing that I have money saved that is generating interests for my retirement. The motivation to save and invest went to heaven, because when I see how much I’ve saved and how much I am earning, the motivation increases. They always look for the best for you and they ́re more than an investment company; they treat you like a friend who needs the advice of an expert to show you how to invest your money and be able to reach your goals.
de Lago, A
The security of having my money taken care of by smart and honest people, makes me feel at peace. They’re always willing to serve with anything that gets stuck and they have excellent customer service. Financial benefits and investment opportunities. And, of course, peace. They are very clever, they have very good products and results and, of course, because of their honesty.
de Villasante, B
I have multiplied my investments at an attractive return rate. Benefits greater than 40% net annualized in short/medium-term investment periods. I think that the yield is attractive compared to other investment options and that it is very important in this type of investment where you put in working capital in exchange of interest. There are always formal payments despite being difficult years due to COVID.
Finally, Nathan’s treatment is always humane, personalized and very trustworthy.
Espinal Ramírez, E
I would like to tell you how professional and formal my friends at Plan Wealth Management have shown me to be, with whom I contracted an investment plan approximately 10 years ago. I made monthly contributions during this period and always invested in safe and moderate risk actions. Today and in this crisis, this savings that I created for 10 years allow me to meet part of my economic needs since I am a retired worker. I highly recommend PWM to invest in one of their plans.
Hernández, C
It helped me take decisions to start new businesses knowing that part of my money would be earning interest and increasing its value while I could risk a little more in opening these businesses knowing that I would receive that quarterly interest. In numerical terms, it has been approximately 20% per year. I would recommend Plan Wealth Management for their friendly and responsible in serving his investors, The flexibility and options that shown in investment plans, in addition to the rates of return that they offer.
