Platinum Financial Planning Ltd

Independent Financial Adviser Platinum Financial Planning Ltd, 157 Upper Newtownards Road, County Down, Belfast, BT4 3HX
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
Platinum Financial are your local independent financial advisers. Pensions. Protection. Investments. Mortgages.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Jonathan Scott
Director
Alan Tolson
Independent Financial Consultant
Alison Cornelius
Financial Consultant
Will Clow
Financial Consultant
What our clients say
"Platinum Financial were a fantastic help to me! Very patient and understanding - have already recommended to so many people and will continue to do so. Thank you for everything!”
D. Milligan, Belfast
"I'm now on my 3day week which is wonderful! You are often in my thoughts as I wouldn't have been doing this if it wasn't for your expertise and knowledge! Thank-you for all your patience and tolerance!”
L. Kearney, Derry
"Platinum Financial Planning offers a friendly and personal service that combines professional independent advice with a no-nonsense dialogue. I felt enlightened after my meeting with my adviser - I wish I had visited him sooner!”
A. Feeney, Belfast
Where to find us

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

Make an enquiry
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.

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

The value of investments and income from them can go down. You may not get back the original amount invested.

A pension is a long term investment the fund may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.

The Financial Conduct Authority does not regulate tax and trust planning.

Platinum Financial Planning Ltd. is an appointed representative of TenetConnect Ltd. which is authorised and regulated by the Financial Conduct Authority. Company Registration No. NI613564. Registered in Northern Ireland.

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