Meet the Team

Martin transitioned from quantity surveying to financial services nearly 30 years ago. He now leads Platinum IFS, offering expert financial advice.

Jennifer’s career began at Standard Life, where she honed her financial expertise. Now, she co-directs Platinum IFS, focusing on client centric service.

Eeshan, with an MSc in International Business, blends finance knowledge with client-focused, hands-on service.

James brings a wealth advisory experience including more than a decade of retail banking, focusing on exceptional client service.

With over 40 years in finance, Jon brings deep expertise from his time with Midland Bank and various insurers.

With over 25 years as an IFA, Dave is known for his client dedication and wealth of experience.

With 30 years at RBS and experience as a self-employed adviser, Lisa offers tailored mortgage and protection advice.

With 30+ years in financial services, Nick specializes in helping clients navigate their biggest purchases.

Andrew joined Platinum in 2024, with a variety of financial services and other industry experiences, including working in Australia.

Joining Platinum in 2005, Catherine has been an essential part of the team as it’s grown from a small operation to the established firm it is today.

Michelle, with a background in secretarial and IFA support roles, joined Platinum in 2018 and enjoys working closely with clients.

Janet, after 28 years in further education, has transitioned to financial services, bringing her administrative expertise to Platinum.

With experience in both care and insurance industries, Sandra brings her skills and client focus to Platinum.

Finlay chose an apprenticeship over university to gain hands-on experience. Now part of Platinum’s admin team, he’s working toward qualifications to become an independent financial adviser.