The concept for Pleo Financial Advisory emerged from a recognised need for a more transparent and engaging style of financial consultation. Observing that many people found traditional services complex and detached, our founders sought to create a firm that put client understanding and dialogue at the forefront. Established in London, the company was built on the idea that "pleo," implying a sense of fullness and consideration, should define the advisory experience—rich in insight and tailored to the individual.

From our beginnings, we have focused on cultivating a practice that values quality of interaction over scale. We have gradually grown our team by bringing together advisors who share our core philosophy of clarity and collaboration. Our journey has been shaped by the diverse stories and challenges of our clients, which continuously inform and refine our approach. Today, we remain dedicated to our original vision: serving as a clear, reliable guide for our clients' financial considerations in an ever-changing world.