Platinum Financial About Us

Clients We Have Helped

Personal Financial Planning Protection Planning & Ill Health Retirement Case Study

Requirements During an annual review of our client’s investments we identified that they didn’t have sufficient protection cover in place. After discussing this further and explaining the benefits of taking out the correct type of insurance cover, our client felt confident moving forward with our advice. Almost a year on our clients life changed drastically following a serious accident in which they were told they would never walk again. Faced with a mountain of financial decisions to be made our client reached out for advice on how to best move forward financially.

How did Platinum help? Given the severity of our clients accident it was evident that early retirement would be necessary. We worked with our clients protection and pension providers to coordinate their ill health retirement and payment from their critical illness plan. We then re-evaluated our clients financial circumstances to ensure that they would continue to have a sustainable income to support them through their unexpected early retirement. Content that they would have enough liquid capital to fund their goals and circumstances comfortably until state pension age, we made the decision to invest the additional funds to allow our client optimal income during their later retirement years, which we continue to review annually to ensure the recommendations in place communicating openly, our client was put in an informed position where they felt confident in the plans we put in place. Our client is now living comfortably in retirement, allowing them to focus on their continued recovery without the burden of worrying about their finances. continue to meet our clients needs. Through creating a clear strategy and

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