Platinum - Corporate Financial Planning IISD

ABOUT US

WELCOME TO PLATINUM FINANCIAL PLANNING LIMITED ABOUT US

Platinum Financial is a leading firm of Independent Financial Advisers and Wealth Managers with offices in Belfast and London. We are here to share our insight and deliver no-nonsense, helpful advice. Being independent means, we can offer impartial advice; providing tailored solutions to you and your businesses specific needs. We specialise in helping businesses of all sizes with the design and implementation of workplace pension and employee benefit schemes, business insurance needs as a whole, as well as providing advice to businesses and charitable organisations on longer term financial investment solutions. As Independent Financial Advisers, we believe in establishing long term relationships with our corporate clients so we can assist them to maintain effective employee benefits that attract, motivate, and retain the best people, as well as ensuring that the protection needs of the business continue to be met. You can be confident that you are dealing with a leading financial services firm that is committed to providing you with the best possible financial advice, guidance and service. The company has grown to represent excellence in financial planning, highlighted by the endorsement of many large organisations who recommend our services to their members and staff. We are an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority (FCA). The FCA is the independent regulator of financial services in the United Kingdom. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826. Our experience, qualifications and commitment to customer care, coupled with Tenet’s support, ensure you will receive quality advice that is tailored to your individual circumstances. ABOUT TENETCONNECT LIMITED Formed over 25 years ago, TenetConnect has a nationwide network of highly qualified financial advisers and mortgage brokers. As a member of TenetConnect, we receive on-going training and guidance to ensure that the advice we give is both fair and suitable for your needs. In addition, TenetConnect provide regulatory, technical, training and business development support which takes account of market developments, product launches and the requirements of our regulator, the FCA. TenetConnect Limited is wholly owned by Tenet Limited, which is a wholly owned subsidiary of Tenet Group Limited (TGL), a leading distributor of financial products and services in the UK. TGL is majority owned by the following corporate shareholders; AEGON UK Distribution Holdings Ltd (22%), Aviva Life & Pensions UK Limited (23%), Aviva Life Holdings UK Limited (24%) and Standard Life Aberdeen PLC (25%). Aviva Life & Pensions UK Ltd and Aviva Life Holdings UK Ltd are both companies within the Aviva PLC Group. Their address is: TenetConnect Limited, 5 Lister Hill, Horsforth, Leeds, LS18 5AZ. Tel: 01132 390011. To find out more about TenetConnect Limited and the support and backing they provide us with, please visit their website: www.tenetgroup.co.uk/consumer

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