Welcome to Platinum Financial

Platinum Financial Planning Ltd., established in 2004, is a team of independent financial advisers (IFA’s) and wealth managers, offering advice to a broad range of mid to high net worth individuals, companies, trustees, directors and staff. From mortgages, to protection, and from Pensions to Investments, Platinum Financial are able to offer specialist advice in each of these areas, provided by a team of qualified and professional consultants.

In present times, as the public move away from the restricted advice of their banks, they are turning to financial advisers that can offer a more inclusive range of services. It is daunting trying to select an adviser, and quite often we rely on recommendation. At Platinum Financial we believe that our local affiliates do this for us by associating their brand with ours, and recommending our services to their own clients. 

Regulated by the Financial Conduct Authority and committed to the highest levels of customer advice, service and technical support, we recognise our responsibility to the independent sector and believe that this route will stand the test of time. To us, it is clear that by offering a whole of market choice, we can continue to strive to supply our clients with the very best, and unbiased, financial advice.

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For individuals

Our goal is to help individuals achieve their financial goals throughout their life time. Platinum Financial work with their clients to ensure objectives are identified, achieved, and regularly reviewed.

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For businesses

We work with business owners to ensure that not only are they meeting their obligations as employers, but they are also maximising the planning opportunities available within the corporate planning sphere.

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Case Studies

Find out how financial planning can really make a difference with our real-life examples.

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