Our People

Specialism – Corporate financial planning and wealth management

Jonathan established Platinum Financial Planning in 2004 with the belief that the successful management of wealth takes an understanding of finance but is rooted in an even deeper understanding of people. Jonathan’s main desire for Platinum is to operate a firm with absolute integrity, loyalty, and transparency at its very core. Since forming Platinum Financial Planning, Jonathan has created trusted relationships with clients and has taken Platinum from strength to strength. Jonathan’s time is mainly spent advising corporate clients and individuals on their personal wealth management, an area of the business he has a strong passion for.

In his spare time Jonathan enjoys spending time with his wife and 3 young children. Captain of his local rugby club in his youth, Jonathan lends his support from the sidelines these days, and of course enjoys reminiscing with old teammates about how much harder it was when they played ‘back in the day’.

Specialism – Retirement Planning and Wealth Management for Public Sector Employees.

Alison has worked in the Financial Services industry for the past 17 years. Joining Platinum Financial Planning in 2014, Alison has been a significant contributor, advising NIPSA members on their retirement options and financial planning. What Alison loves most about her role in Platinum Financial Planning is helping people make the right decisions for their own personal circumstances. She is passionate about empowering people and working with NIPSA members allows Alison exposure to many people at different stages of their lives.

When she can afford to take time away from her busy work schedule Alison loves to travel, explore new places and spend time with her two dogs.

Specialism – Retirement planning and wealth management.

With almost 25 years’ experience within Financial Services as both a Broker Consultant and an Independent Financial Consultant, Will joined Platinum Financial Planning in 2015 as a Financial Consultant. Specialising in retirement planning, personal wealth management and protection planning, Will has the perfect blend of knowledge and experience to provide clients with credible financial advice. Will is a member of the Personal Finance Society, Chartered Insurance Institute and London Institute of Banking and Finance and is currently working towards chartered status.

Will enjoys spending his spare time with his family and is an avid cook, spending most of his weekend experimenting with recipes and firing up his pizza oven.

Specialism – Retirement planning and wealth management.

Philip has over 20 years’ experience in Financial Services, beginning his career with Abbey National in 1999. Philip then went on to build on his financial planning experience in London and Northern Ireland, before joining Platinum Financial Planning in 2017 as a Financial Consultant, specialising in retirement planning and wealth management. Since joining Platinum, Philip has been successfully establishing strong relationships with clients, drawing on his diverse range of experience to provide exceptional insight and advice.

Outside of work Philip loves spending time with his family. A keen sportsman, Philip enjoys spending his weekends golfing and helping with the management of a junior badminton club for children in his local area.

Specialism – Retirement planning and wealth management.

Trevor joined Platinum Financial Planning in 2020 and brings a wealth of knowledge with almost 20 years’ experience providing financial advice within the UK’s leading banks. Trevor has attained Chartered status, which is widely accepted as the 'gold standard' qualification for professional financial consultants in the UK. Additionally, he was awarded the Fellow of the Personal Finance Society. Trevor builds long term relationships with his clients by understanding their individual needs, delivering comprehensive solutions, and providing on-going support throughout the different stages of their lives.

Outside of work Trevor enjoys spending time with his wife and two children. Relaxing when he can, Trevor enjoys the odd round of golf and sea fishing of the North Coast of Ireland.

Specialism – Mortgage advice and protection planning.

Rebecca joined Platinum Financial Planning in 2020 as a Mortgage and Protection Consultant and is a member of The Society of Mortgage Professionals. Further down the line Rebecca is keen to progress into a Financial Consultancy position and is studying for further exams, supported by Platinum. Rebecca provides invaluable insight and financial education to our clients through the delivery of interactive workshops.

Outside of work Rebecca enjoys spending time socialising with her family and friends and keeping active, regularly being put through her paces in the gym with a personal trainer. Rebecca also has a love for travel and enjoys getting away on holiday when she can.

After graduating with a BA (Hons) in Business Studies, Jayne joined Platinum Financial Planning in 2016 and has successfully developed her role into Client Relationship & Business Development Executive. Jayne is passionate about ensuring each client’s journey with Platinum is positive and memorable. Jayne plays a proactive role in overseeing the implementation of new, client focused initiatives. Jayne is also an active member of Women in Business NI and Women in Banking and Finance.

Outside of work Jayne enjoys experimenting with new recipes, long walks with her Cocker Spaniel, Marley and traveling to new places that are on her ‘destinations to visit’ list!

Sarah graduated from University of Ulster with a first-class honours in Marketing in 2018, since then she has quickly progressed into senior marketing roles. Sarah’s background lays primarily within the hospitality industry where she managed the digital marketing activity for multiple hospitality venues across Northern Ireland. Sarah joined Platinum Financial Planning in 2020, having a strong interest in finance and expertise in marketing strategy, particularly digital marketing. Sarah is excited to build her career with Platinum Financial Planning and further her financial and technical knowledge.

Outside of work Sarah enjoys travelling, renovating old properties and going on long walks with her very energetic Springer Spaniel, Max.

Jasmine graduated from Liverpool John Moore University, with BSc (Hons) in Psychology. Jasmine has worked in the financial services industry for seven years, gaining experience in pensions and investments administration, supporting the Financial Consultants to deliver a seamless service for their business and individual clients. Jasmine enjoys a varied role, supporting and developing her team to achieve their fullest potential as well as providing dedicated administration support to Platinum’s largest and most complex corporate relationships.

Jasmine is continually growing her knowledge of the financial services industry and is currently studying for the financial services exams to achieve her Diploma in Financial Planning. Jasmine is also an active member of Women in Banking and Finance.

Graduating with a BSc (Hons) in Economics, Jenna joined Platinum Financial Planning in 2014 following some time at Microsoft. Jenna is continually developing her skill set and knowledge within the business and since joining Platinum Financial Planning has progressed to a senior administrator position in wealth management.

In her spare time Jenna enjoys participating in regular spin classes and meditation yoga, as well as reading non-fictional books and taking her two dogs for long seaside walks.

Julie joined Platinum Financial Planning as a Senior Administrator in 2020 bringing over 20 years’ experience in Financial Services, previously working in one of the Big Four Accountancy practices for 16 years. Julie has been involved in the provision of high-quality technical work to business owners, employers, pension fund trustees, individuals and employees for over twenty years. Although she holds her Diploma in Financial Planning, Julie is always keen to further her technical knowledge and is currently studying for additional CII exams.

Outside of work, Julie is a busy mum of two and a keen member of the Scout Association. She has been involved in Scouting for many years, working as a volunteer warden on a local campsite as well as volunteer leader in a local troop.

Sandra has over 30 years’ experience in the Financial Services industry having worked across the banking sector and independent financial advisor practices. Sandra joined Platinum Financial Planning in 2017, providing administration support to the financial consultants. Sandra enjoys all aspects of her role, and prides herself on delivering an exceptional level of administrative support to all Platinum clients.

Outside of work Sandra has a strong interest in fitness, enjoys Latin American dancing and spending time with her family.

Michael joined Platinum Financial Planning in 2020 having worked in Financial Services for almost 6 years. Michael carries strong administration experience primarily in defined benefit pensions but plans to broaden his knowledge of financial services further.

Michael is a massive sports fan and loves to travel when he has the opportunity. A family man, Michael enjoys spending time with his wife and two young children.

Amy joined Platinum Financial Planning in 2019, you will likely recognise her as the friendly face you will first meet on arrival to Platinum. With a diverse background and an eye for detail, Amy has quickly encompassed a role variation between receptionist and junior administrator, providing assistance to the advisory team wherever possible.

Outside of work Amy is a keen artist and enjoys listening to a broad range of podcasts.