Platinum Financial About Us

Corporate Financial Planning Services

Corporate financial planning is about making sure your business has the right financial plans in place. From building your employee benefits package, so you can recruit and retain the people you need, to making sure the business is protected against the loss of a key person, we can create a financial plan that identifies and addresses the areas important to your business 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. Platinum Financial Planning 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 act on your behalf for the purpose of arranging and advising on the following key areas: For all the services described above we will complete a detailed fact find so we can understand your organisation’s circumstances, specific needs and objectives to determine if these services are suitable. We will then undertake research in order to provide a personal recommendation(s) and related information relevant to your organisation’s circumstances. If, after due consideration the organisation would like to accept any or all of our recommendation(s), we will then implement them and arrange any products and/or related services on the organisation’s behalf. It’s important to keep any arrangements we put in place under review. Subject to the type of services you require from us, we can continue to act on your behalf through one of our service packages. Alternatively, for those who prefer a more transactional or ad-hoc ‘pay as you go’ service,we are also happy to provide our services as and when you need them. Ultimately, whichever type or level of service you require from us we will act in your best interests at all times. ·Employee Benefits ·Investment Planning ·Business Protection ·Corporate Tax Planning

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