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What We Do

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We use insight to empower and improve lives.


Our fundamental goal is to provide our clients with quality financial insight to ensure they are in an informed position and fully understand how they are going to achieve their financial goals.

We are chosen by people and businesses who value professionalism, experience, honesty, and insight that supports their long-term financial security and success.

Whether you are an individual planning for retirement or passing wealth onto family members, or a business requiring key person protection or implementing an employee benefit package, our independent financial advisers can help you achieve your short, medium and long-term goals.

Who we work with

Individuals

Tailored services to help you and your family achieve your financial goals

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Business Owners

Bespoke solutions and a trusted service for you and your business

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Companies

Valued services that incorporate all aspects of the business

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Affinity Groups

Specialist insight and bespoke services for your organisation and its members

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Tailored services to help you and your family achieve your financial goals

View services

Bespoke solutions and a trusted service for you and your business

View services

Valued services that incorporate all aspects of the business

View services

Specialist insight and bespoke services for your organisation and its members

View services

Our no-obligation advice process

Step 1

Initial Meeting

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We want to get to know you and your needs. We also want you to get to know us and get a better understanding of how we can help you on your financial journey.

Step 2

Discovery

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Having identified from the initial meeting that you may benefit from our services, we’ll ask some fundamental questions to fully understand your needs and priorities.

Step 3

Planning

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We will analyse your financial circumstances. For Platinum Financial Planning clients we will also prepare a tailored planning report that will identify the most tax efficient solutions for your requirements.

Step 4

Presentation

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We will present and discuss your initial financial planning report or accountancy proposal. Only when you are satisfied that our recommendations are consistent with your needs and priorities will we proceed to implementation.

Step 5

Implementation

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We will put the agreed proposal into effect and update you when implementation is complete. Where an on-going service is required, we will keep you updated with the progress throughout.

Step 6

Review

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Life changes, as do rules and regulations, so reviewing your requirements is absolutely vital.

We use insight to empower and improve lives.

GET IN TOUCH

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Email communications are not secure and for this reason, Platinum Financial Planning Ltd cannot guarantee the security of the email, its contents or that it remains virus free once sent.

We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy policy.