Platinum Financial Planning Ltd - Belfast

Platinum Financial Planning Ltd is a highly reputable financial planning company located at 157 Upper Newtownards Rd, Belfast BT4 3HX, United Kingdom. Their phone number is 2890655305 and their website can be found at platinumgroup.co.uk.

The company specializes in financial planning and has received numerous positive reviews. They offer a range of services including online appointments, on-site services, wheelchair-accessible entrance, seating, and toilet facilities. Appointments are recommended, and on-site parking is available.

With an impressive 5/5 average rating on Google My Business, customers have praised the company for their practical and realistic advice on retirement planning and other financial matters. One such testimonial states, "Philip was fantastic. Practical and realistic in his advice for retirement planning. He was able to give me an idea of what I can expect as a pension and sound advice on what I need to do to get ready to retire, e.g., Power of Attorney. Follow-up next year already in the diary. Thank you."

Characteristics

• Specializes in financial planning
• Online appointments available
• On-site services provided
• Wheelchair-accessible entrance, seating, and toilet facilities
• Appointments recommended
• On-site parking available

Location

Platinum Financial Planning Ltd is located at 157 Upper Newtownards Rd, Belfast BT4 3HX, United Kingdom.

Recommended Information

• Visit their website at platinumgroup.co.uk
• Contact them at their phone number: 2890655305

👍 Reviews of Platinum Financial Planning Ltd

Ruth D.

5/5

Philip was fantastic. Practical and realistic in his advice for retirement planning. He was able to give me an idea of what I can expect as a pension and sound advice on what I need to do to get ready to retire eg . Power of Attorney. Follow up next year already in the diary . Thank you

Joanne S.

5/5

I met with Johanna today to discuss various options for retirement. She was so friendly and put me at ease. She explained everything really clearly and concisely.Going forward I now understand the figures and feel I am in a much better position to make the important decision on when I will retire . Thank you Johanna.
Joanne Smyth

Matthew H.

5/5

My adviser, Trevor Johnston, was so approachable and helpful, explaining my pension options step by step in a clear and understandable way. The focus was 100% on my own specific circumstances and I now feel confident that I am in a good position to make the right, informed, decisions. A great service!

Sean C.

5/5

Our meeting with Will Clow was one of the most beneficial things I have done this year. He made what looked to me, a maze of figures, into a simple statement of fact. He explained in very understandable language what my best course of action would be. Which lifted a weight from my shoulders. I advised some of my work colleagues to take this consultation as I now feel confident I will be able to make the right decision. Plus you are made very welcome as soon as you arrive. Helen made us very much at ease and knew we would be given the time needed.

Eleanor R.

5/5

We went in to see Johanna knowing very little about our respective pensions. We came out totally enlightened and with a good knowledge of what we both could expect. Johanna took the time to explain and answered any of our queries or concerns in a language that we could both understand. Will definitely be going back to see her before I take the plunge and retire. A great weight lifted off our shoulders.

Cathy T.

5/5

I really appreciated the time Trevor took explaining the intricacies of the Teachers Pension Scheme to me. It was much clearer after our meeting. I may need to get back to him again for further advice as regards retirement… to further my understanding of the finer points of the schemes. Thank you Trevor for your patience.

P F.

5/5

I contacted Platinum Financial Planning Ltd recently to discuss my retirement options.
I have just received my FREE planning meeting with Philip.
I found the experience extremely beneficial and worthwhile. Philip was able to provide a detailed and 'easy-to-follow' summary of my options.
My retirement plan is now in a much more advanced place, thanks to Philip.
I totally recommend this company and service for friendly, detailed, independent advice and guidance.

J C.

5/5

Philip was very professional, friendly and informative. He gave me sound advice and answered any queries or concerns I had. It was great to get detailed, personalized figures for my projected pension - it will enable me to make decisions much more easily.