Platinum Financial Services

Independent Financial Adviser  Platinum Financial Services, Northwich, Cheshire, CW9 7AP
First meeting at adviser's own cost
Keeping a watchful eye on the world markets, to help your money grow.
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 & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Estate planning
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EEA
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Daniel Loran DipFA
Roger Miller BEng(Hons) Dip Pfs MAQ
Mark Loran BA(Hons) DipPfs MAQ
What our clients say
We have been long standing clients of Mark's and the team and are very happy with the regular advice and service.
Sue Simmons, Northwich
Mark has always been supportive and given us very good advice, which has been very much appreciated.
George Manning, Stockport
Always had very good service. Thank you.
Richard Horton, Congleton
We always feel very looked after and understood... Thank you.
John Moore, Northwich
Very pleased with financial advice provided and performance of our investments.
Hannah and Geoffrey Rowley, Cheadle
We are very satisfied with our advisor's level of commitment and the proposals that he makes.
Thomas Darwin, Wilmslow
My financial advisor's knowledge and skills provide me with an up to date package of services. He communicates regularly and keeps me well informed of all necessary changes throughout the financial year. I feel confident with the services he provides.
Josef Barton, Smallwood
We are both satisfied with the service we get, many thanks!
Aaron & Lisa Shah, Liverpool
Excellent and friendly service. We have been with Mark & co for quite a few years now, always there when needed. Thanks, Gail & Allen Davies.
Gail and Allen Davies, Wilmslow
About us

Platinum Financial Services Ltd was established in 1999 and has been offering independent, impartial advice to both the public and business ever since.

We Specialise in the management of clients' capital, and are able and licensed to advise on the whole market of investment funds, including those that invest in equities both in the UK and global markets, commodities, property, corporate bonds, gilts and cash.

Our services

Life assurance, mortgages, investments, retirement planning, wills & estates

Where to find us

Platinum Financial Services, 6 Middlewich Road, Cheshire, Northwich, CW9 7AP

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020

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