Recognised as a VouchedFor 2026 Top Rated Firm – 3 Years in a Row!
We’re delighted and proud to share that we have once again been named a VouchedFor Top Rated Firm for 2026, marking our 3rd consecutive year receiving this recognition and being featured in The Times today. We are also proud to be 1 of just 3 firms in Northern Ireland to achieve this recognition.
In addition to our firm award, we are thrilled that all 6 of our advisers have again been recognised as Top Rated Advisers, reflecting their dedication, expertise, and the trust of our clients.
This national guide highlights the UK’s highest-rated financial advice firms, based entirely on verified client feedback. There’s no panel or judging criteria set behind closed doors, only the real experiences of clients who have chosen to work with us.
To be recognised for a 3rd year is a significant milestone for our firm and a powerful endorsement of the consistent, client-first approach we strive to deliver.
What Our Clients Value Most
Over the past 3 years, hundreds of clients have shared their experiences with Platinum through VouchedFor. While every client journey is unique, clear themes continue to emerge from the feedback we receive.
As we look ahead, here are the top three areas our clients value most, backed by insights from our verified feedback:
- Confidence in Financial Planning
Clients want clarity and reassurance about whether they are “on track.” With changing pension rules, inflation, and market volatility, structured, long-term planning provides peace of mind. In fact, 98% of our clients feel confident they’re on track to achieve their financial goals with their adviser.
- Clear and Understandable Advice
From pensions and investments to tax planning and protection, clients consistently value advice that is clear, tailored, and easy to understand, free from jargon or unnecessary complexity. 98% of our clients say our correspondence is consistently clear or couldn’t be clearer.
- Trust and Ongoing Support
Clients place the highest value on their long-term relationships with their advisers who listen, understand their goals, and are available as life evolves. 95% of our clients are clear or couldn’t be clearer on how their adviser will help them achieve their goals.
99.8% of our clients say they would recommend us to someone if they needed an adviser and overall, our clients report an impressive 4.9/5 satisfaction rating on VouchedFor. These insights not only guide how we advise, communicate, and support our clients, but also underline why we’ve been recognised as a Top Rated Firm for three years.
Client Feedback
This recognition is built entirely on what our clients say about working with us. Here are just a few recent examples of the feedback that helped our advisers achieve Top Rated status as well as Top Rated Firm:
We are incredibly grateful to every client who has taken the time to leave feedback. It doesn’t just help us achieve recognition – it helps us continuously improve.
Featured in the VouchedFor Top Rated Guide: Why It Matters
Being included in the VouchedFor Top Rated guide, featured in The Times, places us among a select group of UK advice firms. The guide exists to help consumers find advisers they can trust, using independently verified reviews as the sole measure of quality.
For Platinum, appearing in this guide for the 3rd year running reinforces what matters most: delivering advice and service that genuinely makes a difference to our clients’ lives.
What’s Next for Platinum
While we’re proud of this achievement, we see it as a foundation, not a finish line. In 2026, our focus remains firmly on:
- Continuing to strengthen our client experience and support
- Investing in our team and professional development
- Enhancing how we deliver advice, planning, and communication
- Evolving our proposition alongside client needs
Everything we do is guided by one principle: helping our clients feel informed, confident, and in control of their financial futures.
Thank you to our clients for your trust, feedback, and continued support, and to our entire team for their dedication and care. Being recognised as a VouchedFor 2026 Top Rated Firm for a third year is something we are incredibly proud of, and we look forward to building on this success in the year ahead.