Platinum Financial Planning Ltd

Independent Financial Adviser  Platinum Financial Planning Ltd, County Down, Belfast, BT4 3HX
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FCA authorised
Last authorised 26th July 2021
Platinum Financial are your local independent financial advisers. Pensions. Protection. Investments. Mortgages.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Meet our advisers
MR Alan Tolson
Independent Financial Consultant
MR Jonathan Scott
Director
MR Will Clow
Financial Consultant
MS Alison Cornelius
Financial Consultant
About us

Platinum Financial Planning Ltd., is a team of independent financial advisers (IFA’s) and wealth managers with offices in Belfast and London. We offer advice to a broad range of mid to high net worth individuals, companies, trustees, directors and staff.
Regulated by the Financial Conduct Authority and committed to the highest levels of customer advice, we can continue to strive to supply our clients with the very best, and unbiased, financial advice.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Platinum Financial Planning Ltd, 157 Upper Newtownards Road, County Down, Belfast, BT4 3HX

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