We use insight to empower and improve lives.

How we can help

We are a leading firm of Independent Financial Planners and Wealth Managers with significant experience advising individuals, businesses and partners on all aspects of their financial planning needs.

Our approach is based on deep insight – of the financial advice market and our clients’ specific circumstances and aspirations. We are known for a no-nonsense, helpful, and completely transparent service and our advice is always impartial, untainted by product bias and free from corporate agenda.

Individuals

You might be building your wealth, retiring from a public or private sector career, or exiting your business, but with us, you’ll find true peace of mind.

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Businesses

Running a successful company is stressful enough without worrying about finances, but you and your employees are in safe hands with our expert team.

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Partners

If your goal is to deliver exceptional value to your organisation, our dedicated partnership program is here to provide your clients or members with the financial insight they deserve.

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Our story

Platinum was established in 2004 with the desire to operate an independent financial planning firm with absolute integrity and transparency at its very core. During that time the team has grown significantly, providing advice to individuals, businesses and partners across the public and private sector. We are a team of knowledgeable, caring, warm, and accessible professionals who use insight to help our clients make the right financial decisions.

Insight drives everything we do, which means you’ll benefit from a wealth of financial expertise delivered by trusted professionals who’ll really get to know you.

We have a very client-focused and completely independent perspective to offer clients, and an unrestricted, fully accessible service.

This has quickly earned the firm a reputation of professionalism, reliability, and insightfulness.

If you would like peace of mind around your financial plans, we are invested in helping you get there.

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We’re a VouchedFor Top Rated Firm

Platinum Financial Planning profile

We’re proud to announce that VouchedFor has named us one of their Top Rated Firms in their 2024 guide, distributed by the Times, the Telegraph and the Mail on Sunday.

VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback and our inclusion in the guide is a recognition of our commitment to outstanding service.

What our clients say

"Platinum have enabled us to live the lifestyle we've always dreamed about"

Rob & Jan

"Platinum have given us the courage to move forward and enjoy ourselves"

Fred & Heather

"Platinum have enabled us to live a better life"

Ian & Christine

"Platinum make me feel more secure about my financial future"

Charlie

"We trust Platinum to provide our members with the specific information, advice, and support they need at critical times in their careers."

Nuala O’Donnell

"Platinum has a deep understanding of the needs of teachers and their pensions."

Stephen McCord

"I would recommend Platinum due to their knowledge, experience, their relationships with their clients and their professionalism."

Maria Morgan

Client survey results

Your point of view matters, so when clients just like you shared their opinions on their experience with us, we were delighted with what they said.

96.71 %
of clients would recommend us to their friends, family, or colleagues.
93.13 %
of clients believe that working with us has helped them or will help them achieve their financial goals.
98.77 %
of clients were satisfied that we understood their needs and objectives.

Meet the team

If you need a trusted professional who’ll take the time to understand you and your situation, speak to any member of the Platinum team today.

Jonathan Scott

Managing Director

Meet Jonathan

Melanie Chapman

Financial Administrator

Meet Melanie

Owen Boyd

Paraplanner

Meet Owen

Clare McFarlane

Operations Director

Meet Clare

Will Clow

Chartered Financial Adviser

Meet Will

Philip Andrews

Financial Planner

Meet Philip

Trevor Johnston

Chartered Financial Planner

Meet Trevor

Johanna Rooney

Financial Planner

Meet Johanna

Jayne Grimason

Client Relationship Manager

Meet Jayne

Julie Wilson

Paraplanner

Meet Julie

Gemma Brady

Paraplanner

Meet Gemma

Corrine Gorman

Financial Administrator

Meet Corrine

Michael Keown

Financial Administrator

Meet Michael

Amy Montgomery

Financial Administrator

Meet Amy

Kerry Rankin

Receptionist

Meet Kerry

Chloe Mack

Marketing Executive

Meet Chloe

Michael Geddis

Financial Planner

Meet Michael

Get in touch

Send us a message and we’ll get back to you as soon as we can.
028 9065 5305 (Belfast) 0203 6332505 (London) info@platinumgroup.co.uk

    Belfast 157 Upper Newtownards Rd, Belfast, BT4 3HX

    028 9065 5305 info@platinumgroup.co.uk

    London 1 Ropemaker St, London, EC2Y 9HT

    0203 6332505 info@platinumgroup.co.uk

    The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

    Platinum Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Platinum Financial Planning Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 1006718.

    Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk

    Company Registration No. NI613564. Registered in Northern Ireland. Our registered company address is 157 Upper Newtownards Road, Belfast, BT4 3HX.

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