Platinum Financial Planning
Platinum Financial Planning is a firm of Independent Financial Planners and Wealth Managers, established in 2004. They provide financial advice to individuals, businesses, and partners, focusing on integrity, transparency, and client-specific insights.
- Wealth management
- Partnership programs
- Independent financial planning
- Financial advice for businesses
- Financial advice for individuals
Locations
Digital Popularity
Popularity over time
Competitors
At Legacy, we provide a comprehensive and fully independent financial planning capability tailored to meet individual client needs.
Work Life Wealth is a firm of Chartered Financial Planners dedicated to helping clients achieve their financial goals through bespoke strategic and financial planning solutions.
Amber River Chancery is an independent financial planning firm based in Fleet Street, London, providing tailored financial advice to individuals, families, and businesses.
EM Gray & Co is a leading firm of Financial Planning Consultants and Wealth Managers, established in 1981 in Belfast.
Company Details
Platinum Financial Planning is operated by Platinum Financial Planning Limited and is a Active company incorporated on 10 July 2012 with the registered office located in Belfast, County Down. Platinum Financial Planning Limited was registered 13 years ago.
Status
Active
Size
Micro
Directors
1
Age
13 years old
Employees
17
Turnover
Unreported
Total Assets
£471.72K
Cash in Bank
£34.32K
Total Liabilities
-£204.3K
Teams
15
11
10
3
3
Managing Director • Joined Oct 2004
Client Relationship Manager • Joined Sep 2021
Director Of Operations • Joined Jul 2020
Administrator • Joined Nov 2021
Office Administrator • Joined Aug 2021
IFA Administrator • Joined Oct 2023
Independent Financial Consultant • Joined Jun 2017
Independent Financial Adviser • Joined Jan 2023
Paraplanner • Joined Jun 2021
Independent Financial Adviser • Joined Apr 2015
Managing Director • Joined Oct 2004
Director Of Operations • Joined Jul 2020
Independent Financial Consultant • Joined Jun 2017
Independent Financial Adviser • Joined Jan 2023
Paraplanner • Joined Jun 2021
Independent Financial Adviser • Joined Apr 2015
Financial Planner • Joined Jul 2014
Chartered Financial Planner • Joined Dec 2020
Paraplanner • Joined Mar 2022
Paraplanner • Joined Mar 2023
Receptionist
Office Administrator • Joined Aug 2021
IFA Administrator • Joined Oct 2023
Client Relationship Manager • Joined Sep 2021
Receptionist
Financial Adviser • Joined Jun 2023
IFA Administrator • Joined Oct 2023
Independent Financial Consultant • Joined Jun 2017
Independent Financial Adviser • Joined Jan 2023
Paraplanner • Joined Jun 2021
Independent Financial Adviser • Joined Apr 2015
Financial Planner • Joined Jul 2014
Chartered Financial Planner • Joined Dec 2020
Paraplanner • Joined Mar 2022
Paraplanner • Joined Mar 2023
Financial Adviser • Joined Jun 2023
View 15 members