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Platinum Independent Financial Planning Ltd

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Platinum Independent Financial Planning Ltd

Overview:

Platinum Independent Financial Planning Ltd have embraced the retail distribution review proposals and we believe we are one of the first Independent Financial Planning companies to openly welcome and structure the business with the Financial Services Authorities proposals in mind. The benefit to you is we can provide fee based financial planning advice to Certified Financial Planner (CFP) standards, helping people plan the most efficient path to achieving their lifetime financial goals.

Success in life demands the application of strategic and preferably creative thinking. The same is true in financial planning. To us no situation is standard. No circumstances are average. No two individuals have the same needs. Our job is to look beneath the surface, beyond the obvious solutions, to ideas that could be more rewarding for you. This is not about comparing or selecting financial ‘products’ – but about creating solutions that are right for you given all the circumstances. We believe it is of great importance to have an informed independent view on all of the options open to you.

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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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