Pensions, Investments & Financial Advice In Cheshire

Welcome to Platinum IFS

For 20 years, our friendly team have been offering independent financial advice to individuals, families and businesses in Sale and the surrounding areas including Manchester, Altrincham, Hale, Timperley and Stockport.

Our experienced advisers will help guide you and enable you to make the right decisions about your financial future. We can offer expert, independent advice across a wide range of services including retirement planning, pensions and pension transfers, savings and investments, mortgages and protection.

We know you like us to keep things simple so we don’t bombard you with unnecessary jargon and terminology, just provide you with the information you need and leaving us to stay on top of the changes that matter and which affect your finances.

There is no charge to you for our initial review meeting and no obligation to take any of our services or advice. To arrange a meeting with one of our advisers, contact us today.

We look forward to working with you.

What Our Customers Say

 

‘We have used Platinum for many years now to help us with mortgages, pensions and more recently investments. The whole team are really friendly, helpful and knowledgeable and always happy to explain things in simple terms so you can be confident in your decisions. I’d highly recommend using their services’

Tony Turner

‘I was referred to Platinum IFS by my partner as I was in need of some advice on how best to deal with multiple pensions I had acquired over the years. The process was made very simple and Martin even found a personal pension I had lost track of years ago. Everything was explained in plain English so I felt confident in the advice being given, I get regular newsletter and annual reviews to make sure the pension still meets my needs. I would not hesitate to recommend Martin and his team to my family and friends.’

Janet McIntosh

‘We’ve used this practice for nearly 20 years, and i couldn’t recommend them highly enough. your portfolio is kept under constant management and review, and appraisals are comprehensive thus enabling informed decisions in tandem with Martin & Jen’s team to be made.’

Sean Gilbert

 

‘Called in to get a mortgage as a first time house buyer… just to compare quotes and rates initially. Got the best offer from platinum, Nick and Eeshan helped me throughout the process.
All in all, great company with good contacts and helpful staff.
5 stars !!’

Karan Puri

‘Platinum helped me understand what to do with my pension. They dealt with me in a very comfortable manner and kept me updated all along the way. I wouldn’t hesitate to recommend them to my friends and family.’

Aprajita Kajaria

‘What a great service!! Dealt with my wife’s pension transfer. We will be moving our other investments to them now. Very trustworthy and knowledgeable. Head and shoulders above other IFAs we have dealt with. Will recommend our family and friends to them.’

Mark McGuire