Platinum Financial About Us

Our Advice Process

1. Initial meeting We want to get to know you and your needs. We also want you to get to know us and get a better understanding of how we can help you on your financial journey. If we agree in our initial meeting you may benefit from our services we’ll move on to the discovery step of the advice process.

2. Discovery We’ll start by asking some fundamental questions around important personal information, your circumstances, financial history, and your financial priorities. This will form the basis for any research and future recommendations we carry out. Once we have agreed the services you would like we will discuss the associated costs, to ensure our services are appropriate for you and your budget. We cannot charge you a fee for work completed without your prior agreement. Please ensure that you are clear with us on the services you want and how you will pay for them before we proceed with any work that may incur a liability for you.

3. Planning Having agreed your priorities, we will analyse your current financial position based on our extensive knowledge and experience. Should we need to contact any financial services providers with whom you have an existing arrangement, we will ask for your express consent to do so. Our report will identify the most tax efficient solutions for your circumstances, taking into account current tax rules.

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