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

Overview: Having worked in the Financial Services Industry for over 30 years, Alan has experience from a range of roles including Administration Manger and Compliance Manager. Alan has been an Independent Financial Consultant for the last 15 years.

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 employee or members

Specific Skills:
Pre & Post Retirement Planning
Personal Wealth Management
Inheritance Tax Planning
Protection Planning
Specialist advice to Teaching Professionals and Teacher Pension Scheme Members

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: Office Manager

Overview: Corrine has over 24 years’ experience in the financial services industry. Corrine started her career with Friends Provident (now Friends Life), and has been in an administration management role for the past 15 years.

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.