Our People

Role: Managing Director

Specialism: Corporate Financial Planning & Wealth Management

Overview: As Director of Platinum Financial, Jonathan spends most of his time advising corporate clients and high net worth individuals on their personal wealth management.

Experience:
Achieved DipPFS Diploma Level, CII
Member of the Personal Finance Society & Chartered Insurance Institute
A solid network of clients from individuals, SME's and large corporate clients
Advises corporate clients in relation to a wide range of Employee Benefits
Appointed Financial Adviser to a range of Defined Benefit and Defined Contribution Pension Schemes
Experience in core advice areas, as well as specialism in Pensions & Investments
Regularly presents educational workshops to a number of corporate clients, their employees and members.

Specific Skills:
Corporate Pension Schemes & Employee Benefits
Pre & Post Retirement Planning
Personal Wealth Management
Inheritance Tax Planning

Tax Treatment is based on individual circumstances and may be subject to change in the future.

Role: Independent Financial Consultant

Specialism: Retirement Planning & Wealth Management for Public Sector Employees

Overview: Having worked in the Financial Services Industry for 15 years, Alison has experience from a range of roles including Administration Manger, Broker Consultant and Independent Financial Consultant.

Experience:
Achieved DipPFS Diploma Level, CII
Member of the Personal Finance Society & Chartered Insurance Institute
Experience in core advice areas, as well as specialism in Pensions & Investments
Regularly presents educational workshops to a number of corporate clients and their employees and members.

Specific Skills:
Pre & Post Retirment Planning
Personal Wealth Management
Inheritance Tax Planning
Protection Planning

Tax Treatment is based on individual circumstances and may be subject to change in the future.

Role: Independent Financial Consultant

Specialism: Retirement Planning & Wealth Management

Overview: Independent Financial Consultant for 20 years, delivering a diverse range of advice across the Personal Financial Planning spectrum

Experience:
Achieved DipPFS Diploma Level, CII
Member of the Personal Finance Society & Chartered Insurance Institute
Experience in core advice areas, as well as specialism in Pensions & Investments for high net worth individuals.

Specific Skills:
Pre & Post Retirement Planning
Personal Wealth Management
Inheritance Tax Planning

Tax Treatment is based on individual circumstances and may be subject to change in the future.

Role: Independent Financial Consultant

Specialism: Retirement Planning & Wealth Management

Overview: Having worked in the Financial Services Industry for over 20 years, Will has experience from a range of roles including Broker Consultant and Independent Financial Consultant.

Experience:
Achieved DipPFS Diploma Level, CII
Member of the Personal Finance Society & Chartered Insurance Institute
Experience in core advice areas, as well as specialism in Pensions & Investments

Specific Skills:
Pre & Post Retirement Planning
Personal Wealth Management
Inheritance Tax Planning
Protection Planning
Mortgage Advice

Tax Treatment is based on individual circumstances and may be subject to change in the future.

Role: Administrator 

Overview: Jasmine graduated from Liverpool John Moore University, with BSc (Hons) in Psychology. Since graduating Jasmine has worked within the financial services industry in an administrative role, progressing to a senior level within 4 years. Jasmine is currently studying for the financial services exams required to become a qualified Para-planner.

Role: Administrator

Overview: Jenna began her career in financial services over 7 years ago after successfully completing her Bachelor of Economics Degree with Honours.

Role: Administrator

Overview: With over 30 years’ experience in the financial services industry, Sandra has worked in a range of financial planning organisations, from Independent Financial Adviser Practices to Financial Services in the Banking sector.

Role: Client Relationship Executive

Overview:  Jayne successfully studied business management and in her role at Platinum Financial demonstrates the importance of building client relationships.