Platinum Financial Services Ltd
Platinum Financial Services are a firm of Independent Financial Advisors offering bespoke and innovative financial planning solutions. We specialise in The Management of Clients capital. We are able and licensed to advise on the whole market of investment funds including equities in both the UK and global markets, commodities and the lower risk corporate bonds, gilts and even cash. In all cases we will consider tax efficiency, striving to maximise your ISA and Capital Gains allowances yearly. As a Company we take pride in our market knowledge and keep ourselves constantly updated. We believe that we have achieved exceptional investment returns for our clients year after year and trust we will be able to repeat this for our clients both in the short and medium term. Furthermore as a Company we believe in investments that don't harm others and the environment, offering a specialist ethical investment service.
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Verified contacts
4
available on Kipplo
LinkedIn employees
15
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
7
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- RM
Roger Miller
Senior Financial Adviser · Finance & Accounting
EmailPhone - ML
Mark Loran
Ifa · Finance & Accounting
EmailPhone
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Top roles at Platinum Financial Services Ltd
4 distinct titles indexed · top 4 shown.
- 1director & compliance officer
- 1ifa
- 1paraplanner
- 1senior financial adviser
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