Who we work with

We provide professional, trusted advice to individuals, businesses and partner organisations.


At Platinum Financial Planning, we work with clients just like you. Specialising in this way means we can focus all our efforts on meeting your needs, through professional, trusted advice.

Individuals – We work with individuals in both the public and private sectors who want to better understand their financial position and make the most of their finances.

Businesses – We help businesses and business owners in a number of areas, such as employee benefits, tax mitigation and business protection.

Partners – We have partnered with a number of organisations that trust us to provide insight to their members and clients.

Whoever you are, you can trust that the support we provide is always given with your best interests in mind.

How we can help

We are a leading firm of Independent Financial Planners and Wealth Managers with significant experience advising individuals, businesses and partners on all aspects of their financial planning needs.

Our approach is based on deep insight – of the financial advice market and our clients’ specific circumstances and aspirations. We are known for a no-nonsense, helpful, and completely transparent service and our advice is always impartial, untainted by product bias and free from corporate agenda.

What our clients say

"Platinum have given us the courage to move forward and enjoy ourselves"

Fred & Heather

"Platinum have enabled us to live a better life"

Ian & Christine

"Platinum make me feel more secure about my financial future"


"Platinum have enabled us to live the lifestyle we've always dreamed about"

Rob & Jan

"I would recommend Platinum due to their knowledge, experience, their relationships with their clients and their professionalism."

Maria Morgan

"We trust Platinum to provide our members with the specific information, advice, and support they need at critical times in their careers."

Nuala O’Donnell

"Platinum has a deep understanding of the needs of teachers and their pensions."

Stephen McCord

Client survey results

Your point of view matters, so when clients just like you shared their opinions on their experience with us, we were delighted with what they said.

96.71 %
of clients would recommend us to their friends, family, or colleagues.
93.13 %
of clients believe that working with us has helped them or will help them achieve their financial goals.
98.77 %
of clients were satisfied that we understood their needs and objectives.

Get in touch

Send us a message and we’ll get back to you as soon as we can.