Our experienced advisers help guide individuals to enable them to make the right decisions about their financial future. We can offer expert, independent advice across a wide range of services including retirement planning, pensions and pension transfers, savings and investments, mortgages and protection.
We have learnt that clients like to keep things simple so we don’t bombard them with unnecessary jargon and terminology, just provide them with the information they need, leaving us to stay on top of the changes that matter and which affect their finances.
As a family run firm, we pride ourselves on our friendly and approachable nature, committed to putting clients at the heart of everything we do and developing long-term relationships with them. We ensure we understand the individual needs of each client so we can implement a tailored financial plan to address those needs.
We want to ensure that we continue to move forward and to work hard to aspire to be the best we can be now and in the future. It is important to us that Platinum and the people within it take time to continue to develop personally and professionally and that our clients will always remain at the centre of everything we do. This is reflected in our company values and weaves through everything we do.
Accreditations
As independent advisers, we offer face-to-face advice across the UK. Our highly qualified team, including Chartered Financial Planners, delivers expert guidance on even the most complex financial matters.
Regulated by the Financial Conduct Authority (FCA).
