Platinum Financial Planning Ltd

Platinum Financial Planning Ltd

Financial Services Belfast, Antrim, United Kingdom 20 employees
Employees
20
Contacts
2
Emails
2
platinumgroup.co.uk LinkedIn

Platinum Financial Planning Ltd Overview

Headquarters
Belfast, Antrim, United Kingdom
Phone Number
Available in AeroLeads
Website
platinumgroup.co.uk
Industry
Financial Services
Employees
20
Founded
2004
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Retirement Planning Wealth Management Pensions Divorce Protection Planning Tax Planning Estate Planning Employee Benefits Investment Planning Business Protection Corporate Tax Planning Mortgages

About Platinum Financial Planning Ltd

We are a leading firm of Independent Financial Planners and Wealth Managers with significant experience advising individuals, businesses and partners on all aspects of their financial planning needs. Our approach is based on deep insight – of the financial advice market and our clients’ specific circumstances and aspirations. We are known for a no-nonsense, helpful, and completely transparent service and our advice is always impartial, untainted by product bias and free from corporate agenda. Platinum Financial Planning Ltd. is authorised and regulated by the Financial Conduct Authority. Company Registration No. NI613564. Registered in Northern Ireland.

Platinum Financial Planning Ltd Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Platinum Financial Planning Ltd Org Chart

Sample employees and titles
Name Title Contact
Julie Wilson Paraplanner at Platinum Financial
Email
Trevor Johnston Fpfs Chartered Financial Planner and Fellow
Email
Tony Douglas Dipfa Cemap Mlibf Client Servicing Manager at Platinum
View
Jonathan Scott Managing Director at Platinum Financial
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Employees by Management Level

Individual contributor 9 profiles
Director 2 profiles
Manager 2 profiles
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 5 5 0
Sales 1 1 0
Executive 1 1 0
General 1 1 0

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