Platinum Financial Planning Ltd

Platinum Financial Planning Ltd

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We are a team of Independent Financial Planners, proudly recognised by VouchedFor as a Top Rated Firm in 2024, 2025 and 2026. Platinum Financial Planning Ltd.

We are a leading firm of Independent Financial Planners and Wealth Managers with significant experience advising individuals, businesses and partners on all aspects of their financial planning needs. Our approach is based on deep insight – of the financial advice market and our clients’ specific circumstances and aspirations. We are known for a no-nonsense, helpful, and completely transparent serv

Photos from Platinum Financial Planning Ltd's post 24/06/2026

🏆 We’re delighted to share that Platinum has been featured in The Telegraph today as a VouchedFor 2026 Top Rated Firm. This marks our second appearance in a national publication this year, following our recognition in The Times in March.

🎉 Being a Top Rated advice firm for the 3rd consecutive year is more than an award. It’s a reflection of the relationships we build every day and the trust our clients place in us.

💬 What makes this recognition even more special is that it’s based entirely on verified client feedback. It reflects the consistency of care, clarity, and confidence our team strives to deliver in every conversation.

✨ A big thank you to our clients for their continued trust and support, and to our team for the professionalism, dedication, and care that make this possible.

📰 Read more about our recognition here: https://eu1.hubs.ly/H0wpRHK0

27/05/2026

📍 We’re delighted to be attending the Annual NIPSA - Northern Ireland Public Service Alliance Conference this week!

As financial planners specialising in public sector pensions and retirement planning, we’re proud to be here supporting members and helping them better understand their pension options, retirement benefits, and long-term financial wellbeing.

Whether you’re just starting to plan for the future or approaching retirement, we’re here to answer questions, offer guidance, and talk through how we can help you make the most of your pension scheme.

If you’re attending the conference, make sure to stop by for a chat - we’d love to meet you! 👋

29/04/2026

Every mile makes a difference! 🏃‍♂️

This Sunday, our colleagues, Michael Geddis, Tony Douglas, Michael Keown and Owen Boyd will be taking on the Belfast Marathon Relay in support of Northern Ireland Hospice. 💜

After completing the Jingle Run in December, they’re once again going the extra mile to raise vital funds and awareness for our charity partner. This support helps ensure that NI Hospice can continue to provide essential hospice and palliative care for people across Northern Ireland.

We’re incredibly proud of their dedication and the effort they’re putting in to make a real difference.

Good luck guys! 👏

If you’d like to support them, you can donate here: https://www.justgiving.com/fundraising/platinumfinancial

03/04/2026

Wishing you a Happy Easter and a restful break from everyone here at Platinum Financial Planning! 💐

Photos from Ulster Teachers' Union's post 02/04/2026

We are proud to have supported today's face to face seminar alongside the Irish National Teachers' Organisation NI and the Ulster Teachers' Union. 🙌

Sessions like these are all about providing clarity, confidence, and practical steps towards long-term planning. 💼

A big thank you to all members who attended and engaged in the session.

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Location

Address


157 Upper Newtownards Road
Belfast
BT43HX

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm