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.

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.

Learn more

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.

Platinum Financial Planning profile

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Get in touch

Send us a message and we’ll get back to you as soon as we can.