Why choose us?

By aligning your plans with our knowledge, good things start to happen.

Our Personality

As highly experienced specialists, we’ve been delivering financial planning support for almost two decades now. In that time, the world has changed, as have we, but through it all our clients remain at the very heart of what we do.

Our advice is completely independent and whole-of-market, which means the recommendations you get from us always represent only what’s best for you and your situation. And because everything we do is insight-led, you’re assured of the most up-to-date information, allowing you to make financial decisions in full confidence.

Our clients have found us to be accessible, professional, and always there for them in moments of uncertainty. Each of our financial planning experts pride themselves on their warm, friendly and approachable personality, and their ability to make it easy and straightforward for clients to understand and manage their finances.



We’re invested in our clients, our community, our team, and the insight we provide. We take pride in empowering our people, clients, and industry to achieve their potential and do the right thing.


Our experience, qualifications, and total commitment to customer care ensure our clients receive the highest standard of independent financial advice, always tailored to their individual circumstances.


We’re the trusted partner of many associations and have built longstanding, trusted relationships with many of our corporate and private clients. We speak openly and honestly with our clients, and they trust the advice they receive.

Always improving

We strive to be experts in our field. We’re continually improving our expertise, our knowledge, and our industry insight to ensure we’re always in a position to provide our clients with the best possible advice.

We’re a VouchedFor Top Rated Firm

Platinum Financial Planning profile

We’re proud to announce that VouchedFor has named us one of their Top Rated Firms in their 2024 guide, distributed by the Times and the Mail on Sunday.

VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback and our inclusion in the guide is a recognition of our commitment to outstanding service.

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.