Individuals

Our advice is always given with your best interests in mind.

Life’s better
with a plan

We pride ourselves on taking time to get to know you, your circumstances, your ambitions, and where you want to go.

We want to provide you with honest advice to help provide reassurance, clarity and help you make informed decisions about your financial future. As well as advising you on your financial plans; we want to improve your overall financial understanding. We believe that the better informed you are, the more empowered you will feel.

When you are ready to gain a deeper understanding of your financial position, we are here to help. Our financial planners are highly experienced, with specialist expertise supporting those working in the public sector, so they will help you look to the future with confidence.

By aligning your plans with our knowledge, good things start to happen. The future comes into focus, and uncertainties melt away.

 

How
we help

Your journey to financial success starts with a conversation with one of our financial planners, and at every stage, you will get the level of support you need. Here are just some of the benefits you will enjoy throughout our relationship with you.

A trusted relationship

With us, you will work with experts who’ll really get to know you, so they’re invested in your success. You will collaborate on a plan that puts your goals first.

Led by insight

You will benefit from our financial expertise. Share your ambitions with us, and we will create a personalised strategy that helps you achieve them.

Honest advice

When it comes to your financial situation, you deserve the truth. From us, you will get advice that you can trust, so you can plan for your future free from uncertainty.

Long-term support

Financial security rarely happens overnight, so you need help to get there. Our relationship with you is built to last, guiding you through all of life’s moments.

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"

Charlie

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

Rob & Jan

Our
areas of expertise

Retirement planning

You may be approaching the end of your working life, or simply looking to make sure you are on track for a comfortable retirement. We will put a plan in place that allows you to retire with confidence.

Wealth management

We are here to help you manage your wealth to ensure you achieve your financial goals while managing risk and making the most of your tax planning opportunities.

Mortgages

Whether you are buying a new property, remortgaging or coming to the end of an existing deal, we will help you make the move that is right for your future goals.

 

Pensions & divorce

When marriages come to an end, you are faced with some big decisions. It can be a challenging time emotionally, but we are here to help you make the right financial decisions.

Protection planning

You cannot predict the unexpected, but that does not mean you cannot plan for it. We will put safeguards in place that are there for you when you need them most.

Tax planning & estate planning

Any number of complicated tax rules could apply to your personal situation, either now or in the future. We will work out how you and your family can keep more of your money.

Get in touch

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