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About

Established in 1999, we have been offering independent, impartial advice to both the public and business ever since.

We are Independent Financial Advisers offering all aspects of financial advice and specialise in the management of client’s capital growing steadily since inception and now manage assets estimated up to £110 Million. We operate very much as a team having three authorised Financial Advisers Mark Loran, Roger Miller and Daniel Loran and two specialised mortgage advisers, two paraplanners and two administrators. See below for more details on our dedicated team.

We believe the structure of our company allows our clients to be looked after on a more personal basis with no call centres being used, our clients are treated quickly with dignity and respect. We have the assistance of a large company behind us, Bankhall, from whom we purchase both compliance and technical services. We are fully authorised and regulated by the Financial Conduct Authority allowing our clients to be covered by the Financial Services Compensation Scheme with full professional Indemnity Insurance.
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Meet our Team

InIntroducing our expert and friendly team. Get to know the talented individuals behind Platinum Financial Services and learn more about them below.
Mark Loran
Managing Director and Independent Financial Adviser
Mark founded Platinum Financial Services in 2000. After leaving grammar school he went on to study at the University of Kent at Canterbury to gain a degree in Economics. He has professional qualifications in Mortgages, and a diploma in Personal Financial Planning. He specialises in Investments, Pension Planning and Estate Planning.
Mark Loran
Managing Director and Independent Financial Adviser
Leanne Doyle
Director and Compliance Officer
Started with Platinum Financial Services in 2005. She holds a Level 3 Certificate in Para Planning, and Financial Administration, and Level 4 Diploma for Financial Advisors.
Leanne Doyle
Director and Compliance Officer
Roger Miller
Independent Financial Adviser
Roger started with Platinum Financial Services in 2000. Roger specialises in investments, pensions, and family protection. He holds an Honorary Degree, Mortgage Advice Qualification and a Diploma in Personal Financial Planning.
Roger Miller
Independent Financial Adviser
Daniel Loran
Independent Financial Adviser
Daniel started with Platinum Financial Services in 2007. Daniel specialises in investments, retirement, protection, and estate planning. He holds a Diploma in Personal Finance Planning.
Daniel Loran
Independent Financial Adviser
Dotty Willis
Paraplanner
Dotty started with Platinum Financial Services in 2017, she holds a Level 4 CII Certificate in Para Planning.
Dotty Willis
Paraplanner
Nick Woods
Paraplanner
Nick started with Platinum Financial Services in 2017, he holds a Level 4 CII Certificate in Para Planning and CISI International Certificate in Wealth and Investment Management
Nick Woods
Paraplanner
Lou Roberts
Administrator
Lou started with Platinum Financial Services in 2020, She holds a Financial Planning Certificate 1, and recently passed her Financial Services, Regulation and Ethics (R01) unit.
Lou Roberts
Administrator
Mel Wood
Administrator
Mel started with Platinum Financial Services in 2015, she specialises in Wills and Trusts and Lasting Powers of Attorney.
Mel Wood
Administrator
Gemma Edmunds
Personal Assistant to Mark Loran
Gemma started with Platinum Financial Services in 2022.
Gemma Edmunds
Personal Assistant to Mark Loran

See what clients say about us

  • "'I have been a client of Platinum Financial Services for a number of years and have always been impressed by their professionalism, the time they take to explain products, communicate changes and advise appropriately and impartially. They are always responsive and attentive, and their investment results speak for themselves. I would highly recommend this company."
    Google Review
  • "Been kept in the loop ever since our first meeting. Good service. Thanks."
    Client Feedback
  • "It’s a pleasure to deal with Daniel. He is very professional and easy to understand."
    Client Feedback
  • "Excellent service and advice for 30 years plus."
    Client Feedback
  • "I can only say a massive thanks for years of exceptional service and support."
    Client Feedback
  • "We have trusted Mark Loran for about 30 years approximately. I think that speaks for itself."
    Client Feedback

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