Platinum Financial Planning Ltd
We are a leading firm of Independent Financial Planners and Wealth Managers with significant experience advising individuals, businesses and partners on all aspects of their financial planning needs. Our approach is based on deep insight – of the financial advice market and our clients’ specific circumstances and aspirations. We are known for a no-nonsense, helpful, and completely transparent service and our advice is always impartial, untainted by product bias and free from corporate agenda. Platinum Financial Planning Ltd. is authorised and regulated by the Financial Conduct Authority. Company Registration No. NI613564. Registered in Northern Ireland.
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Verified contacts
20
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
2
across 2 depts
Distinct roles
18
indexed titles
Tech stack
1
tools in use
Monthly traffic
3
organic / mo
Hiring · 2 open positions across 2 departments
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Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- CM
Clare McFarlane
Director of Operations · Operations
EmailPhone - JG
Jayne Grimason
Client Relationship Manager · Customer/Client Service
EmailPhone - PA
Philip Andrews
Independent Financial Consultant · Finance & Accounting
EmailPhone - TJ
Trevor Johnston
Chartered Financial Planner · Finance & Accounting
EmailPhone - AM
Amy Montgomery
Administrator · Operations
EmailPhone - CM
Chloe Mack
Marketing Executive · Advertising & Marketing
EmailPhone - CG
Corrine Gorman
Office Administrator · General Business & Management
EmailPhone - GB
Gemma Brady
Paraplanner · Finance & Accounting
EmailPhone - JW
Julie Wilson
Paraplanner · Finance & Accounting
EmailPhone
Showing 9 of 20 verified contacts
Top roles at Platinum Financial Planning Ltd
18 distinct titles indexed · top 10 shown.
- 2administrator
- 2paraplanner
- 1()
- 1,'
- 1chartered financial planner
- 1client relationship manager
- 1client servicing team manager
- 1director of operations
- 1financial adviser
- 1financial advisor
- +8more titles
Sign up to unlock all 20 contacts at Platinum Financial Planning Ltd
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