Platinum Financial Services Ltd was established in 1999 and has been offering independent, impartial advice to both the public and business ever since. We are Independent Financial Advisors offering all aspects of financial advice and specialise in the management of client’s capital growing steadily since inception and now manage assets estimated up to £70 Million. We operate very much as a team having three authorised Financial Advisors Mark Loran, Roger Miller and Daniel Loran and a specialised mortgage and insurance advisor Dave Tagg and four 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 have the assistance of a large company behind us, Bankhall, from whom we purchase both compliance and technical 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.
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 those that invest in equities both in the UK and global markets, commodities, property, corporate bonds, gilts and even cash.
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 those that invest in equities both in the UK and global markets, commodities, property, corporate bonds, gilts and even cash.
