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Platinum Financial Planning

Independent Financial Advice you can always trust.

We have been giving Independent Financial Advice for almost two decades. During this time, the world has changed, we have too, but our clients remain at the very heart of everything we do.

Whether you are an individual requiring investment, retirement or mortgage and protection advice, or a business in need of guidance on your employee benefits package, protection advice, or investment planning, you can trust that our advice is always given with your best interests in mind.

Our vision is to use insight to empower and improve lives. We believe that the more quality financial planning information you have, the better prepared you are to make confident decisions regarding your financial future.

We have significant experience advising individuals and businesses on all aspects of their financial planning needs. Our approach is based on deep insight – of the financial advice market and our clients’ specific circumstances and aspirations. We are known for a no-nonsense, helpful, and completely transparent service and our advice is always impartial, untainted by product bias and free from corporate agenda.

With offices in Belfast and London, we are a company with deep rooted local knowledge and a national presence.

Platinum Financial Planning Ltd. are an appointed representative of TenetConnect Ltd., which is authorised and regulated by the Financial Conduct Authority (FCA).

Platinum Chartered Accountants

Helping you, your business, and your finances.

Established in 2020 as part of a strategic partnership, Platinum Chartered Accountants provides effective and professional advice complementing the style and demands of the modern world.

With over a decade of experience in accountancy working with both small business owners and multi-nationals, and expertise in general practice, Managing Director Richard Whan, is knowledgeable in all areas of accounting and adopts a holistic approach to client service.

Quality and value are at the heart of everything we do, and we ensure that our advice is tailored, transparent, and understood, so our clients have confidence in the service we provide. We are professional in our approach and trusted with our insight.

Whether you are an SME seeking business advice, an individual looking for advice on your personal finances, or an entrepreneur looking to start a new business, we can help.

Platinum Chartered Accountants Limited is regulated by the Institute of Chartered Accountants in Ireland (ICAI) for a range of investment business activities. Chartered Accountants Ireland is the operating name of ICAI.

Our Vision

“We use insight to empower and improve lives”.

Platinum was established with the desire to operate with absolute integrity, loyalty and transparency at its very core. We have a very client-focused and completely independent perspective to offer clients and an unrestricted, fully accessible service, which has quickly earned the firm a reputation of empathy, reliability and insightfulness among many personal and corporate clients.

Our Values

We are Invested

We are Invested in our clients, our community, our team and the insight we provide. We take pride in empowering our people, clients and industry to achieve their potential and do the right thing.

We are Professional

We are Professional. Our experience, qualifications, and total commitment to customer care, ensures our clients receive the highest standard of independent financial advice, that is always tailored to their individual circumstances.

We are Trusted

We are the Trusted partner of many associations and have built longstanding trusted relationships with many of our corporate and private clients. We speak openly and honestly with our clients, and they trust the advice they receive.

We are Always Improving

We are Always Improving. We strive to be experts in our field. We are continually improving our expertise, our knowledge, and our industry insight to ensure we are always in the position to provide our clients with the best possible advice.

We are Invested in our clients, our community, our team and the insight we provide. We take pride in empowering our people, clients and industry to achieve their potential and do the right thing.

View services

We are Professional. Our experience, qualifications, and total commitment to customer care, ensures our clients receive the highest standard of independent financial advice, that is always tailored to their individual circumstances.

View services

We are the Trusted partner of many associations and have built longstanding trusted relationships with many of our corporate and private clients. We speak openly and honestly with our clients, and they trust the advice they receive.

View services

We are Always Improving. We strive to be experts in our field. We are continually improving our expertise, our knowledge, and our industry insight to ensure we are always in the position to provide our clients with the best possible advice.

View services

Our People

Management

Jonathan Scott

Jonathan Scott

Managing Director

Platinum Financial Planning


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Jonathan established Platinum Financial Planning in 2004 with the belief that the successful management of wealth takes an understanding of finance but is rooted in an even deeper understanding of people. Jonathan’s main desire for Platinum is to operate a firm with absolute integrity, loyalty, and transparency at its very core. Since forming Platinum Financial Planning, Jonathan has taken Platinum from strength to strength, establishing the company as a key partner for a number of companies and organisations in the provision of advice to their members and employees. Jonathan’s time is mainly spent managing the business and advising a number of key corporate and individual wealth management clients, an area of the business he has a strong passion for.

In his spare time Jonathan enjoys spending time with his wife and 3 young children. Captain of his local rugby club in his youth, Jonathan lends his support from the sidelines these days, and of course enjoys reminiscing with old teammates about how much harder it was when they played ‘back in the day’.

Richard Whan

Richard Whan

Managing Director

Platinum Chartered Accountants


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With over 15 years accountancy experience across a number of Northern Ireland’s leading accountancy firms, and a fellow of the Institute of Chartered Accountants in Ireland, Richard has developed a reputation for delivering insightful, effective, and reliable advice to his clients. Having built a successful Chartered Accountancy Practice over the last decade, Richard has developed professional and trusted relationships with clients across a range of sectors, from small businesses to multi nationals. What Richard enjoys most is developing solutions to his clients most complex problems.

An amateur musician, Richard has proudly served on the Board of Thrive Audience Development and has a strong interest in lending his expertise to the developments of the local arts communities in Northern Ireland.

Clare McFarlane

Clare McFarlane

Operations Manager


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Clare joined Platinum Financial Planning in 2020 as the Operations Manager, bringing over 25 years’ experience in the Financial Services industry. Clare has a strong background in leadership development, performance improvement, strategic and operational planning, relationship management and compliance. She is passionate about colleague engagement and promoting talent development through learning and insight to achieve business excellence.

Co- founder and co-chair of Women in Banking and Finance for Belfast, Clare is invested in promoting an inclusive culture and takes a leading role in shaping the diversity agenda locally.

Married with 2 teenage boys, Clare enjoys spending her free time supporting her local school’s rugby team and taking long walks on the beach with her dog, Baxter.

Advisers

Trevor Johnston

Trevor Johnston

Chartered Financial Planner


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Trevor joined Platinum Financial Planning in 2020 and brings a wealth of knowledge with almost 20 years’ experience providing financial advice within the UK’s leading banks. Trevor encompasses the very values Platinum was founded on - having qualified as a Chartered Financial Planner in recent years, he is continually developing his skill set and financial knowledge. Additionally, he was awarded the Fellow of the Personal Finance Society. Trevor builds long term relationships with his clients by understanding their individual needs, delivering comprehensive solutions, and providing on-going support throughout the different stages of their lives.

Trevor enjoys spending time with his wife and two children. Relaxing when he can, Trevor enjoys the odd round of golf and sea fishing of the North Coast of Ireland.

Philip Andrews

Philip Andrews

Financial Adviser


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Philip has over 20 years’ experience in Financial Services, beginning his career with Abbey National in 1999. Philip then went on to build on his financial planning experience in London and Northern Ireland, before joining Platinum Financial Planning in 2017 as a Financial Adviser, specialising in retirement planning and wealth management. Since joining Platinum, Philip has been successfully establishing strong relationships with clients, drawing on his diverse range of experience to provide exceptional insight and advice.

Outside of work Philip loves spending time with his family. A keen sportsman, Philip enjoys spending his weekends golfing and helping with the management of a junior badminton club for children in his local area.

Will Clow

Will Clow

Financial Adviser


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With almost 25 years’ experience within Financial Services as both a Broker Consultant and an Independent Financial Adviser, Will joined Platinum Financial Planning in 2015 as a Financial Adviser. Specialising in retirement planning, personal wealth management and protection planning, Will has the perfect blend of knowledge and experience to provide clients with credible financial advice. Will is a member of the Personal Finance Society, Chartered Insurance Institute and London Institute of Banking and Finance and is currently working towards chartered status.

Will enjoys spending his spare time with his family and is an avid cook, spending most of his weekend experimenting with recipes and firing up his pizza oven.

Rebecca Adams

Rebecca Adams

Mortgage & Protection Adviser


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Rebecca joined Platinum Financial Planning in 2020 as a Mortgage and Protection Adviser and is a member of The Society of Mortgage Professionals. Further down the line Rebecca is keen to progress into a Financial Adviser position and is studying for further exams, supported by Platinum. Rebecca provides invaluable insight and financial education to our clients through the delivery of interactive workshops.

Outside of work Rebecca enjoys spending time socialising with her family and friends and keeping active, regularly being put through her paces in the gym with a personal trainer. Rebecca also has a love for travel and enjoys getting away on holiday when she can.

Client Relationship & Marketing Team

Jayne Grimason

Jayne Grimason

Client Relationship & Business Development Executive


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After graduating with a BA (Hons) in Business Studies, Jayne joined Platinum Financial Planning in 2016 and has successfully developed her role into Client Relationship & Business Development Executive. Jayne is passionate about ensuring each client’s journey with Platinum is positive and memorable. Jayne plays a proactive role in overseeing the implementation of new, client focused initiatives. Jayne is also an active member of Women in Business NI and Women in Banking and Finance.

Outside of work Jayne enjoys experimenting with new recipes, long walks with her Cocker Spaniel, Marley and traveling to new places that are on her ‘destinations to visit’ list!

Sarah McGeown

Sarah McGeown

Marketing Executive


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Sarah graduated from University of Ulster with a first-class honours in Marketing in 2018, and since then has quickly progressed into senior marketing roles. Sarah’s background lays primarily within the hospitality industry where she managed the digital marketing activity for several of Belfast’s leading hospitality venues. Joining Platinum Financial Planning in 2020, with a keen interest in finance and marketing strategy, Sarah is excited to build her career with Platinum and further her financial and technical knowledge.

Outside of work Sarah enjoys travelling, renovating old properties and spending time with her very energetic Springer Spaniel, Max.

Administration Team

Julie Wilson

Julie Wilson

Paraplanner


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Julie joined Platinum Financial Planning as a key member of the administration team in 2020 bringing over 20 years’ experience in Financial Services, previously working in one of the Big Four Accountancy practices for 16 years. Julie has been involved in the provision of high-quality technical work to business owners, employers, pension fund trustees, individuals and employees for over twenty years. Although she holds her Diploma in Financial Planning, Julie is always keen to further her technical knowledge and is currently studying for additional CII exams.

Outside of work, Julie is a busy mum of two and a keen member of the Scout Association. She has been involved in Scouting for many years, working as a volunteer warden on a local campsite as well as volunteer leader in a local troop.

Michael Keown

Michael Keown

Administrator


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Michael joined Platinum Financial Planning in 2020 having worked in Financial Services for almost 6 years. Michael carries strong administration experience primarily in defined benefit pensions but plans to broaden his knowledge of financial services further.

Michael is a massive sports fan and loves to travel when he has the opportunity. A family man, Michael enjoys spending time with his wife and two young children.

Amy Flanighan

Amy Flanighan

Junior Administrator


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Amy joined Platinum Financial Planning in 2019, you will likely recognise her as the friendly face you will first meet on arrival to Platinum. With a diverse background and an eye for detail, Amy has quickly encompassed a role variation between receptionist and junior administrator, providing assistance to the advisory team wherever possible.

Outside of work Amy is a keen artist and enjoys listening to a broad range of podcasts.

We use insight to empower and improve lives.

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