Platinum Financial Planning Ltd

Independent Financial Adviser  Platinum Financial Planning Ltd, Belfast, County antrim, BT4 3HX
First meeting at adviser's own cost
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
Response rating
7.0/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Alan Tolson
Independent Financial Consultant

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Jonathan Scott
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Will Clow
Financial Consultant
Alison Cornelius
Financial Consultant

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
"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
"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 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
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.

Where to find us
Head office address: Platinum Financial Planning Ltd, 157 Upper Newtownards Road, County Down, Belfast, BT4 3HX
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
Response rating
7.0/10
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FCA authorised
Last authorised 28th September 2020

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