Qualifications

  • RegDipFP – Regulated Diploma in Financial Planning (DipPFS)
    This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

Chartered Insurance Institute

Member of the Personal Finance Society

As a member, I am part of a professional body that is well-known and respected by employers, regulators, and my professional peers.

Jonathan Scott

Managing Director

Jonathan established Platinum Financial Planning in 2004 and has been managing the business and providing financial advice to a range of clients ever since.  Jonathan’s main desire for Platinum is to operate a firm with absolute integrity, loyalty, and transparency at its very core.

Jonathan is also a member of the Institute of Directors (IoD) and when he isn’t managing the business he is currently spending time working towards the Chartered Director Programme.

Jonathan specialises in providing people with knowledge of their investment, retirement and mortgage options. His aim is to help people gain a better understanding of their financial situation, understand what options they have and together build a plan that helps them to achieve their goals.

In addition to this, Jonathan provides a range of bespoke financial services to our corporate and organisational partners. These are long standing relationships that have been built on trust and mutual interest in achieving the right outcome for clients, members and/or employees.

For Jonathan, people are at the very heart of what Platinum does. This is reflected in a business that really cares about our clients and our employees. It’s important to Jonathan that clients enjoy engaging with Platinum and employees enjoy working at Platinum.

Jonathan has a real passion for Platinum and enjoys being involved in all areas of the business. He has a keen interest in staying up to date with new and emerging technologies and enjoys bringing forward ideas for our team to consider that allow the business to continually improve.

Reviews and Ratings for Financial adviser Jonathan Scott, Belfast

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Jonathan
Outside of work

Jonathan is married with 3 young children. He loves nothing more than spending time with them when he is out of the office.

Jonathan is also a keen supporter of his local rugby club and still manages to play 5 a side football on a regular basis.

One day he hopes to have the time to work on his golf swing too!

Jonathan
In the spotlight

My proudest moment as an IFA was:

Winning large investment firm of the year in 2021 having not even applied for the awards!

The three things I love most about my job are:

Our Clients – I am passionate about helping our clients when it comes to their personal or corporate finances, seeing the trust they put in us and the real difference we make to their lives.

Our People – I am passionate about creating an environment where we are invested in our people, they enjoy what they do and feel supported.

Our Ambition – I am excited by the achievements we have had to date and our prospects for the future.

The types of people I most enjoy working with are:

Business owners, directors, trustees and senior executives.

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