Platinum Financial About Us

Wealth Management

When it comes to Wealth Management, there is no substitute for professional advice. Wealth Management is about far more than the financial product you buy. It is a holistic long-term plan that aims to ensure you are in the strongest financial position to achieve your life goals. Whether you have a little or a lot, wealth management helps you look after your money and our experts ensure it continues working as hard as you do. Things to consider: How much do you want to invest? How much can you afford to put away? How do you feel about the potential risk associated with investment? When you begin your wealth management journey with Platinum Financial Planning, we start by understanding your circumstances, your ambitions, your attitude to risk and your time horizon (the timeframe over which you would stay invested in a scheme). Based on these factors your adviser will then develop with you a range of strategies design to match your short, medium or longer term financial goals. We will determine which, if any, of the of investment or pension products available are capable of meeting your needs, along with any associated ‘tax wrappers’ available (e.g. an ISA). As we are independent, we are able to offer you unbiased recommendations from a world of investment opportunities. When we do, you can be sure that we’ve interrogated each investment, testing its performance, measuring its potential and challenging our own preconceptions to help preserve and grow your wealth.

11