At Platinum we focus on building lifetime relationships with our individual clients and their families and we cater for their changing needs at every stage of their life.
We have been offering independent financial advice to individuals and businesses for over 16 years. We always keep it simple and don’t bombard you with unnecessary jargon and terminology, providing you with the information you need and we stay on top of changes that matter and which affect your finances.
We are approachable and friendly and all members of our team are here to ensure you have an excellent experience that you can tell your family and friends about!
We offer financial advice on your personal matters including saving and retirement planning which covers Self Invested Personal Pensions (SIPP) and personal pensions, Drawdown and annuities. In addition, we can help you with your savings and investment needs whether you are saving for growth or to provide you with an income in the future by investing in tax efficient vehicles such as Stocks and Shares ISA’s and investment bonds.
We also offer mortgage advice including re-mortgages and buy to let mortgages, in addition to giving advice on your personal protection including life assurance, critical illness cover and income protection.
At Platinum we also help you with your business related financial needs by giving advice on Shareholder Protection and Key Person Assurance as well as workplace pensions. We are happy to liaise with your accountant too regarding tax planning and your solicitor in connection with issues such as divorce settlements, pension sharing and setting up trusts.
We encourage everyone with existing pensions, savings and investments plans to consider how they plan to ensure their policies are kept on track. With clear goals for the future and regular reviews and planning you can ensure your money is doing what you want it to do.
If you would like to get your finances in order with our help, we’d love to hear from you. Please contact us on 0161 718 8328 to arrange your initial (no charge) meeting. Feel free to share our blogs with your family, friends and colleagues you think may benefit from our services.