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Investments

FINANCIAL ADVISORS

Investing for the future can be a complex subject.

Whether it is for a specific goal such as university funding, wedding for your children or just saving for your own future to help you enjoy your free time once the children have left, home it is important you seek independent advice. When investing your capital is at risk.

We employ the latest IT systems and research and can put you into one of our dedicated portfolios where we can react and change the funds much quicker to enable us to keep pace with the ever changing market place. We offer specialist investment advice for trusts and work closely with trustees and solicitors to help them manage money at a difficult time.

It is important that we take into account taxation, fluctuations in the investment marketplace and your changing needs means that taking independent investment advice will help make the investment process as smooth as possible.

When you contact us to ask about investment, we'll appoint you your own dedicated independent financial adviser. Your initial consultation with your investment adviser will be free of charge with no obligation.

Please read our fund information page for more detailed information.
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See what clients say about us

  • "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."
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  • "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."
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  • "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."
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  • "I've been happy and content with my adviser for years now. Pleasant and punctual all the time I've been dealing with him."
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  • "'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."
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  • "Been kept in the loop ever since our first meeting. Good service. Thanks."
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  • "It’s a pleasure to deal with Daniel. He is very professional and easy to understand."
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  • "Excellent service and advice for 30 years plus."
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  • "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."
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