Platinum Financial Services Ltd

Platinum are a firm of Independent Financial Advisors offering bespoke & innovative financial planning solutions for clients in the North West and Midlands

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 four authorised Financial Advisors Mark Loran, Roger Miller, Daniel Loran and Dave Tagg with four administrators.

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.

Platinum Financial Services Ltd are authorised and regulated by the Financial Conduct Authority. FCA Number 511140. Registered in England and Wales. Company Reg No: 3716488.