01606 350 300
Contact Us

About

Established in January 2000, 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 we specialise in the investment of client’s capital, growing steadily since inception and now manage assets estimated up to £135 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 engage Bankhall as an external provider for compliance and technical support 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.
FIND OUT MORE

Meet our Team

Introducing 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 Paraplanning.
Dotty Willis
Paraplanner
Nick Woods
Paraplanner
Nick started with Platinum Financial Services in 2017, he holds a Level 4 CII Certificate in Paraplanning 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
Gemma Edmunds
Personal Assistant to Mark Loran
Gemma started with Platinum Financial Services in 2022.
Gemma Edmunds
Personal Assistant to Mark Loran
Olivia Palfreyman
Administrator
Started with Platinum Financial Services in 2024.
Olivia Palfreyman
Administrator

See what clients say about us

  • "l've known Mark and Platinum for approximately 25 years. I trust him and the advice given implicitly. I really can't speak more highly of our relationship over the years and the service I have received. Treated like a human being not just another commission.
    From a grateful client."
    Client Feedback
  • "I cannot recommend Platinum Financial Services highly enough, the service I have received has been exceptional and I have complete trust in their abilities to manage my financial needs."
    Client Feedback
  • "Daniel is friendly, vey approachable and knowledgeable, but very importantly, professional in his dealings with and for us."
    Client Feedback
  • "The standard of service from both the advisors and administration staff is excellent"
    Client Feedback
  • "Mark is a very experienced and professional advisor and i trust him completely with my finances."
    Client Feedback
  • "Roger is always available for a chat whenever I feel the need to consult him. I trust him to always give me good advice and to listen to my concerns and wishes."
    Client Feedback
  • "Platinum FSL have truly transformed my long-term financial planning and helped future-proof my pension and investments. Their expert advice has given me complete peace of mind, and the level of care and professionalism they show is exceptional. They consistently go above and beyond in managing my finances and retirement strategy."
    Client Feedback
  • "Mark is very good at explaining all aspects of any advice he offers and ensures we fully understand what we are about to commit to.
    Excellent service and would hesitate to recommend as he was recommended to us."
    Client Feedback
  • "I've been happy and content with my adviser for years now. Pleasant and punctual all the time I've been dealing with him."
    Client Feedback
  • "'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

Keeping a watchful eye on the world markets to help your money grow

phone-handsetcross