Platinum Financial Planning

Thanks to Trevor @ Platinum Financial Planning for his help in handling my financial transition from employment into retirement. I am indebted to him for clear and concise advice regarding my individual pensions and finances. I am very happy to recommend Platinum Financial Planning for all matters relating to personal finance. The best thing I can say is that I feel very confident in the advice received regarding my pensions and investments & look forward to continued association!

I had a consultation with Philip Andrews today who was very professional, genuine and helpful with his advice. This consultation was free as I am a member of NIPSA but I would definitely use Platinum in the future and recommend the organisation for those seeking financial advice for their own future financial forecasts.

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.

My teaching union recommended Platinum Financial when l retired in 2006 & PF have handled my investments through the big financial lows(!) & highs since then. I feel Johnny gives very sound, trustworthy advice; that he has always got my best financial interests in mind so I have great peace of mind re money. I look forward to our annual reviews very much.

Extremely useful retirement planning appointment with Will. Welcoming office and received some really good advice. Would definitely recommend to colleagues and will use again. Many thanks.

Approachable, pragmatic, professional and 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 have been a client of Platinum Financial for 10 years & my advisor is Jonathan Scott. I find him always listening, always interested, always focussed on the person. Retirement planning advice has also helped me be entirely objective about my future plans. Fantastic job & highly recommend them.

I had the pleasure of meeting with Johanna at platinum financial planning. She was extremely knowledgeable, very friendly and understood my investment needs.Any follow up queries have been dealt with swiftly. I would definitely recommend.

Trevor provided a full review of my existing investments with recommendations backed up by a comprehensive and easy to understand written report. Face to face follow up meetings allowed for detailed discussion without pressure to transfer my portfolio. I am now confident that the highlighted weaknesses have been addressed and that ongoing reviews will identify any further issues and indeed opportunities. Throughout the process Trevor was most helpful and indeed patient when faced with my many questions! I am most impressed with the professional attitude of Trevor and the Platinum Financial Planning team and can recommend them without reservation.

Had an annual review with Trevor Johnston recently. Explained everything very well. I understand the need for the full report but wonder if it has to be printed.

I appreciate that I don't have to go to the office for a review. Philip is very easy to talk to and I am confident that he has my best interests at heart. The team at Platinum are excellent.