The Platt Partnership Ltd

The Platt Partnership Ltd provides financial advice and services, focusing on wealth management to assist clients with their financial goals.
  • Tax planning
  • Corporate services
  • Investment planning
  • Retirement planning
  • Protection planning
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Medium
Phone
N/A
Email
N/A
Locations
Eastern Ave, WS13 7SU
21 Chester St, CH7 1EG
01352753353
8:30 - 16:30
s House, St. James, 2 Shore Rd, PR8 2RB
01704579600
8:30 - 16:30
6 Market St, WS13 6LH
01543263807
8:30 - 16:00
Digital Popularity
Popularity over time
Social Media
Competitors
PFP Wealth Group Ltd
PFP Wealth Group Ltd is a leading financial advisory practice that focuses on creating personalised financial plans for clients to secure their financial future.
Bowbrook Financial Planners Ltd
Bowbrook Financial Planners Ltd aims to enhance clients' lives by providing trusted and professional financial advice.
Company Details
The Platt Partnership Ltd is operated by The Platt Partnership Limited and is a Active company incorporated on 30 April 2019 with the registered office located in Mold, Clwyd. The Platt Partnership Limited was registered 6 years ago.

Status
Active
Size
Micro
Directors
1
Age
6 years old
Employees
10
Turnover
Unreported
Total Assets
£2.9M
Cash in Bank
£518
Total Liabilities
-£2.59M

Director • PSC • Practice Manager • British • Lives in Wales • Born in Dec 1974
Teams
All
7
Consulting
4
Management
2
Customer Service
2
Other
1
Managing Director • Joined Aug 2019
Senior Wealth Management Consultant • Joined May 2018
Diploma Qualified Financial Adviser At The Platt Partnership Limited. • Joined Dec 2008
Senior Adviser • Joined May 2018
Financial Adviser • Joined Sep 2018
Financial Planner • Joined Nov 2023
Client Services • Joined Feb 2020
Senior Wealth Management Consultant • Joined May 2018
Senior Adviser • Joined May 2018
Financial Adviser • Joined Sep 2018
Financial Planner • Joined Nov 2023
Managing Director • Joined Aug 2019
Senior Wealth Management Consultant • Joined May 2018
Financial Adviser • Joined Sep 2018
Client Services • Joined Feb 2020
Diploma Qualified Financial Adviser At The Platt Partnership Limited. • Joined Dec 2008