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.
We’re a VouchedFor Top Rated Firm
We’re proud to announce that VouchedFor has named us one of their Top Rated Firms in their 2025 guide, distributed by the Times.
VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Our inclusion in the guide recognises our commitment to outstanding service.
What being Top Rated means to us
Being a VouchedFor Top Rated Firm is a tremendous source of pride for all of us at Platinum Financial Planning. Hear from Jonathan Scott, our managing director, about what our inclusion in the guide for a second consecutive year means to us.
Recognised for Excellence – A Shortlisting Made Possible by You!
We are proud to have been shortlisted for the Client Care category at the inaugural VouchedFor Awards. This recognition is entirely thanks to the incredible feedback from our valued clients, and we are truly grateful to everyone who took the time to leave us a review.
Being shortlisted for these awards reflects our unwavering commitment to client-focused financial planning, where your goals, needs, and lifestyle remain at the heart of everything we do.
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.