Platinum Financial Planning Employee Handbook

OUR VISION & VALUES

Platinum Financial Planning was first established in 2004 with the desire to operate with absolute integrity, loyalty and transparency at its very core. We have a very client-focused and completely independent perspective to offer clients and an unrestricted, fully accessible service, which has quickly earned the firm a reputation of empathy, reliability and insightfulness among many private and corporate clients.

Our Vision

“Using insight to empower and improve lives”.

8