At Platinum IFS we have been offering independent financial advice to individuals & businesses for over 20 years, giving personal service as we work to understand the financial needs of each client. We focus on building lifetime relationships with both businesses and our individual clients & their families, catering for their changing needs at every stage of their life.
Working with individual clients and families to develop their financial planning strategy, including wealth management & pension provision.
For businesses, we provide essential advice in areas such as employee benefits, pensions, insurance, shareholder protection, income protection, life assurance & critical illness cover.
- Protection: advising on how to protect your family & your standard of living when the unexpected arises
- Pensions: explaining the different options available to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired
We can then recommend and monitor the different pension options available to you
We also advise on Work Place Pensions - where the auto-enrolment process & legislation is complex. We can help you to understand what needs to be done as an employer; and as employees, we can undertake a full and tailored review as to where you sit currently within the workplace pension’s reform regulations
- Savings & Investments: explaining the difference between savings & investments,
and advising on the best options to provide for your future needs & the potential risks involved; as well as protecting against unexpected causes of expenditure
- Mortgages: complex, and one of the largest transactions of most people’s lives. We can advise & recommend on the options available (bank, building society or niche lender) and the best repayment plans, based on your financial situation and long term goals
For full details and further information please visit our website www.platinumifs.co.uk
Company Details
- Employees
- 7
- Founded
- -
- Address
- 211 Marsland Road, Sale,cheshire M33 3nd,united Kingdom
- Phone
- +44-161 718 8328
- in****@****s.co.uk
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- platinumifs.co.uk
- Keywords
- Wealth management, Investments, Pensions, Retirement planning, Employee Benefits, Key Man Insurance, Shareholder Protection, Tax Planning, Life Assurance.
- HQ
- Sale, Cheshire
- Competitors
- Fiducia Comprehensive Financial Planning Ltd, JG Paraplanning LLP, Leo Alexander Wealth and Financial Management, NOW Financial Planning, Simple Solutions Financial Planning, Teachers Financial Planning Ltd, Brantjes Advocaten, Life Matters, Parsonage Financial Planning - Friendly - Jargon Free - Fiercely Independent, Otus Financial Planning.
Platinum Ifs Ltd Questions
Platinum Ifs Ltd's helpline number is +44-161 718 8328
Platinum Ifs Ltd's website is platinumifs.co.uk
Platinum Ifs Ltd's LinkedIn profile is https://uk.linkedin.com/company/platinum-ifs-limited
Platinum Ifs Ltd has
7 employees.
View email and phone details for 7
employees at Platinum Ifs Ltd.
Platinum Ifs Ltd's industry is
Financial Services
Platinum Ifs Ltd's top competitors are
Fiducia Comprehensive Financial Planning Ltd,
Jg Paraplanning Llp,
Leo Alexander Wealth And Financial Management,
Now Financial Planning,
Simple Solutions Financial Planning,
Teachers Financial Planning Ltd,
Brantjes Advocaten,
Life Matters,
Parsonage Financial Planning - Friendly - Jargon Free - Fiercely Independent,
Otus Financial Planning.
Platinum Ifs Ltd's support email address is info@platinumifs.co.uk
Platinum Ifs Ltd's categories are Financial Services
Platinum Ifs Ltd's founding year is 2001
