Platinum Financial Services
Platinum Financial Services Limited (PFS) was formed by a group of successful and experienced Financial Planners who’s business objective is to create and maintain wealth for their clients and their families. Between them the group has a combined 75 years experience across global markets such as UK & Offshore Financial Services, Estate Agency, International Mortgage Lending, Insurance Broking and Trust Creation. The goal of these individuals is to provide clients with a one stop platform for all their financial services and property requirements. We create a "one-stop shopping" environment to our clients through a comprehensive approach to financial services and a focus on quality customer service ensuring you achieve all of your financial objectives. Simply put, our mission is to provide the knowledge and the products necessary to accomplish competent financial planning under one easy roof. ‘Options’ is our commitment to providing clients with active ongoing management of their selected investment strategy and to make sure that assets are working to maximum efficiency. This is done by a comprehensive management and reporting system – keeping you informed at all times, giving transparency and peace of mind.
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Verified contacts
31
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
23
indexed titles
Tech stack
1
tools in use
Monthly traffic
46
organic / mo
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Decision-makers and verified team members
31 contacts with verified email or phone · masked until revealed.
- DI
Dharmender Indora
Pvt Works · Other
EmailPhone - DC
David Cooper
Senior Consultant · General Business & Management
EmailPhone - KH
Kevin Hennessy
Regional Manager · General Business & Management
EmailPhone - JM
Jarrod Mongston
Associate · Finance & Accounting
EmailPhone - JN
Jeff Ngoi
Financial Advisor · Finance & Accounting
EmailPhone - MG
Martin Garces
Loan Officer · Finance & Accounting
EmailPhone - RP
Rory Penland
Associate · Finance & Accounting
EmailPhone - HS
Harshad Shah
Partner · General Business & Management
EmailPhone - MS
Magomet Shavaev
Financial Adviser Offshore Investment · Other
EmailPhone
Showing 9 of 31 verified contacts
Top roles at Platinum Financial Services
23 distinct titles indexed · top 10 shown.
- 5associate
- 3financial advisor
- 2consultant
- 2senior partner
- 1consultant senior
- 1coordinator
- 1financial adviser offshore investment
- 1financial consultant
- 1licensed real estate professional
- 1loan officer
- +13more titles
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