Experience

Platinum Financial Planning Ltd.

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Independent Financial Adviser

  • Apr 2015 - Present

  As an Independent Financial Consultant at Platinum Financial Planning I provide clients across Northern Ireland, primarily within the public sector with trusted, impartial advice on their retirement and personal wealth management. 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: Achieved DipPFS Diploma Level, CII Member of Chartered Insurance Institute Experience in core advice areas with a specialism in Pensions & Investment advice Platinum Financial Planning are a leading firm of Independent Financial Advisers and Wealth Managers with offices in Belfast and London. Here to nurture your financial future, Platinum Financial Planning are dedicated to delivering no-nonsense, helpful advice. Being independent means Platinum can offer impartial advice; providing tailored solutions to your specific needs. Whether you are planning for retirement or passing wealth onto family members, Platinum Financial Planning can help you achieve your short, medium and long-term goals. You can be confident that you are dealing with a leading financial services firm that is committed to providing you with the best possible financial advice, service and support. Platinum Financial Planning Ltd. are an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority (FCA). The FCA is the independent regulator of financial services in the United Kingdom. TenetConnect Limited is entered on the Financial Services Register (accessible at www.fca.org.uk/register) under reference 149826.