Plan Wealth Management
We are an independent financial consultancy serving clients throughout Latin America. Our advisers have been giving first class advice to International Investors and Expatriates for over 12 years. Being independent means we are not tied to any financial institution or any specific product. As such we can give unbiased advice to our clients and help them find the best solutions for their financial needs.
We are committed to
providing the highest possible service
to our clients at all times to safeguard their wealth and long-term planning.
At Plan our experience and knowledge are used to offer exceptional wealth management advise, using only well known, well established providers and financial institutions to reach your saving and investing goals.
By working with Plan you can be safe in the knowledge that your financial future will be well prepared and secure.
You can receive service from Plan Wealth Management
anywhere globally.
- United Kingdom (Head Quarters)
- Argentina (Regional Operations)
- Belize
- Bolivia
- Brazil
- Chile
- Colombia
- Costa Rica
- Ecuador
- El Salvador
- Guatemala
- Guyana
- French Guiana
- Honduras
- Mexico (Principal Operations)
- Nicaragua
- Panamá
- Paraguay
- Perú
- Suriname
- Uruguay
- Venezuela (Service Centre)
Plan WM Care
We offer as unique care package, information and practical help that can make all the difference.
Claims Handling
We are here to help you or your family in the event of a claim, making sure the process is as stress free and as speedy as possible.
Trust
We will always, if possible, put your savings into a beneficiary trust at no extra cost to you. Trusts are an efficient way to protect your family and your money
Regular Reviews
When your life changes so do your financial needs. We stay in touch with you and make sure your plans with us keep up with your life.
Personalized Service
You will always have your own personal PlanWM advisor as a point of contact so you wont have to speak to someone new each time you call
