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Financial Planning Seminars

Each year Platinum Financial hold a number of seminars on issues ranging from pre-retirement to redundancy and inheritance tax.

As the established pension specialist for many organisations, we are trusted to advise employees and members in an easy to understand, approachable way and to provide them with the best possible financial advice, service and support. Tens of thousands of people across Northern Ireland, from different and varied walks of life, rely on Platinum Financial for affordable, expert financial advice. As a result, we have extensive experience in advising on NHS, teachers’ and other public sector pension schemes.

The seminars have a relaxed, informal atmosphere, putting attendees at ease.

Each seminar covers the key aspects of a particular topic employees or members should consider.

In addition, attendees are given the opportunity to sign up for a complimentary initial consultation with one of our independent financial advisers.

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

The Financial Conduct Authority does not regulate inheritance tax planning.

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