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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What our clients say

"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

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

Rob & Jan

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

Maria Morgan

"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

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.

We’re on VouchedFor, click on the logo to see our ratings and reviews left by our clients.

Moira O' Kane

November 6, 2023.

I can highly recommend this company. As I don't have a background in finance Philip took time to explain giving me clear and detailed advice regarding my pension and the different options available to me.

Una MacAllister

October 23, 2023.

Very reassuring..took time to explain everything...felt my best interests were being catered for.

Sinead Daly

October 11, 2023.

Very professional, informative and helpful. Positive, individual and very useful advice given. Recommend very highly.

Jenny Hanna

August 18, 2023.

Thanks to Trevor @ Platinum Financial Planning for his help in handling my financial transition from employment into retirement. I am indebted to him for clear and concise advice regarding my individual pensions and finances. I am very happy to recommend Platinum Financial Planning for all matters relating to personal finance. The best thing I can say is that I feel very confident in the advice received regarding my pensions and investments & look forward to continued association!

frank cammock

August 15, 2023.

Platinum provided me with professional and knowledgeable financial advice when deciding how to invest my pension lump sum when retiring.

Maura Mc Stay

August 7, 2023.

I appreciate that I don't have to go to the office for a review. Philip is very easy to talk to and I am confident that he has my best interests at heart. The team at Platinum are excellent.