Platinum Financial Planning

Main > Banking and Finance > Insurance agents and loss adjusters

2nd Floor Hillview Studios
255a Upper Newtownards Road
Belfast
County Antrim
BT4 3JF (MAP)

Contact	Alan Tolson
Telephone	028 90 655 305
Email
Website	www.platinumgroup.co.uk

Platinum Financial Planning is a firm of independent financial advisers offering advice in many complex areas of financial advice, with particular focus on the public sector.

We are recommended by the largest union in Northern Ireland, Northern Ireland Public Service Alliance (NIPSA), to their members as well as to members of the two main local teacher unions, Ulster Teachers' Union (UTU) and Irish National Teachers' Organisation (INTO).

Being independent means our advisers are able to select from all the products available in the marketplace - making sure you get the right product for your individual needs.

We are bound by the Financial Services Authority rules, which obliges us to provide advice most suited to your personal requirements and your risk outlook. When financial products are recommended they must take into account the benefits provided, charges, flexibility, service and financial strength.

We are obliged to offer what is termed 'suitable advice'. This means that we have to gain a full understanding of your circumstances and requirements before helping you choose any financial products.

In addition, when recommending a product we will provide written reasons why we think it is right for you - again to make sure that you are fully informed before committing yourself to anything.

Services

	Financial Review We need to understand you and your finances in order to offer appropriate advice. For most clients a financial review will allow us to see the full picture of your circumstances and so recommend the right solution tailored to your needs.
	Corporate Finances It goes without saying that companies require specialist financial planning advice. Too many companies leave this aspect of their business to chance risking their business in the process. Expertise is needed to plan around corporate tax requirements and any implications that arise.
	Investments How do you choose between building societies and bank deposit accounts, unit trusts, investment bonds, national savings, and ISAs, when investing for your future? Each has its advantages and disadvantages. The types of investment you need to make will depend on what you want for your future.
	Pensions When it comes to providing for our retirement too many people are doing too little too late. Putting away even a small sum early on can make a big difference to the lifestyle you will enjoy when you retire. Whether you are just starting out with your pension planning or you are approaching retirement, it is important to receive expert and professional advice.
	Inheritance Tax Many people prefer not to think about taxes that are due on their death, but getting expert advice could save you and your family a considerable sum of money. However, knowing about the potential problem is only the start. What you need to do now is make sure you take some action.
	Mortgages In today’s market it has never been more important to get clear, concise and simple independent advice to help you make the right choice. Our mortgage advisers can offer expert guidance and help take the worry out of finding the right mortgage.