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Platinum Financial Services Ltd

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Platinum Financial Services Ltd

Overview:

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.

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 five authorised Financial Advisors Mark Loran, Roger Miller, Andy Umebuani, Dave Tagg and John Atkins and five 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, Sesame 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.

History:

Platinum Financial Services Ltd was established in 1999 and has been offering independent, impartial advice to both the public and business ever since.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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