We are Delighted to have been Recognised as One of VouchedFor’s 2024 Top Rated Firms!

VouchedFor has released its Top-Rated Guide for 2024, and we’re delighted to share that we’ve been included as a Top-Rated Firm!

The guide, distributed by the Times, the Mail on Sunday, and the Telegraph is designed to identify and celebrate the UK’s best financial advice firms, all based on client feedback.

To be included in the guide is a privilege, as only four firms from Northern Ireland qualified. We’re thrilled not only to have met the criteria but also to be recognised as one of the top-rated independent firms in Belfast, alongside just one other.

VouchedFor is a platform that lets you find, compare, and provide feedback for financial advisers, mortgage brokers, solicitors, and accountants. It’s a bit like TripAdvisor for financial advisers.

Primarily, these reviews come from our clients, ensuring the feedback is authentic and first-hand. They evaluate us based on three crucial criteria: advice, service, and value, culminating in an overall rating out of five stars for each adviser and, consequently, for the entire firm.

Not only have we qualified as a Top-Rated Firm, but we are thrilled to announce that all six of our financial planners – Jonathan Scott, Johanna Rooney, Trevor Johnston, Philip Andrews, Will Clow, and Michael Geddis – have been recognised as Top-Rated Advisers. To be included is a fantastic moment of recognition for them and everything they do to support our clients.

Here’s a look at what our clients are saying. Currently, we have 165 reviews on VouchedFor.

“Trevor has provided clear advice in plain English! Nothing is too much trouble and he always takes time to ensure that I fully understand how the investments are being managed and how they are performing.”

“Michael was mannerly and knowledgeable. After assessing our needs and wishes he advised us on several options we are now considering. This meeting was extremely beneficial and we appreciate the advice given.”

“Will spent time online with us discussing our options. Explained the elements of investment procedures. Worked through the aspect of risk regarding our finances and the expectations within our profiles. Will allowed us time to digest the information and let us answer questions in an unhurried manner.”

“I was provided with comprehensive and extremely useful information in relation to my pension options – very impressed by Johanna’s professionalism. I will be recommending Platinum Financial Planning, and especially Johanna, to my colleagues.”

“As I don’t have a background in finance and was quite nervous about retiring wondering if I could afford to retire, Philip clearly explained all my options. From the first meeting he explained the workings of the pension statement giving me a good understanding of the figures on the pension statement and how much I would receive. He has also given me advice on how to invest money for my grandchildren.”

“Jonathan has been approachable, pragmatic, professional and has supported and provided me with trusted pension and investment advice from Platinum Financial. They provided me with bespoke, top-quality advice both on professional company business as well as separately on a personal basis. I find him always listening, always interested, always focussed on the person.”

Above all, we want to thank our clients; It’s thanks to you that we’re able to do the job we love. Thank you for continuing to trust us with your finances and enabling us to assist you in achieving your long-term objectives.

To those of you who have taken the time to share your experiences and leave reviews, we’d like to extend our appreciation. It’s thanks to your reviews that we’ve been included in this year’s VouchedFor Top Rated Guide.

We’d also like to thank you in advance for your time in leaving a review, not only does it help, but it also gives our entire team a huge morale boost.

Finally, a big thank you to the team here at Platinum Financial Planning. Without the hard work and dedication of the team, we wouldn’t have been able to earn this fantastic piece of recognition.

We look forward to continuing to provide the high level of service that our clients have come to expect and we look forward to continuing to support you in achieving your financial goals.

If you’re currently looking for help with your finances and think you’d benefit from working with a Top-Rated Firm, please do not hesitate to reach out to one of our financial advisers, who will be happy to give you all the guidance and support you need.