Belfast-based financial planning and wealth management firm Platinum Financial Planning is set to embark on a new and ambitious five-year growth strategy as it celebrates two decades in business.
A leading adviser to several major public sector organisations, Platinum says it is seeing increased demand from businesses and private sector individuals.
It said that businesses and their owners are increasingly interested in specialist advice relating to profit extraction, employee benefits and business protection, or following a business sale, with enquiries in these areas jumping sharply in the last 18 months.
This aligns with a considerable increase in enquiries from individuals in the private sector looking for wealth management advice around their pensions, investments and estate planning, contributing to a 50% uplift in turnover over the last five years.
The company (www.platinumgroup.co.uk), which has team of 18 financial planning and wealth management professionals, was founded in 2004 by managing director Jonathan Scott.
It remains an independent privately-owned firm and recently received the coveted Top Rated Firm Award by VouchedFor, the UK’s leading review platform for financial advisers — one of only two firms in the city to achieve the accreditation.
Mr Scott said: “The first 20 years of Platinum have been a story of continual organic growth and we’re now seeing an ever-increasing demand from clients looking for financial advice they can trust.
“With the constant legislative and regulatory changes in pensions, investments and tax, individuals and businesses face increasing complexity when managing their financial affairs. With fewer financial planning firms that remain independent, we are well placed to offer real value to clients who value experience, honesty and a personal approach.”
He added: “At the heart of everything we do lies our commitment to integrity and transparency. That’s how we started in 2004 and continues to be a key part of our core values today.
“Over the past two decades, our growth has been driven by building strong relationships with our clients, understanding their unique needs and offering tailored solutions that deliver real results.”
Platinum is the recommended financial planning firm for members of a number of leading public sector organisations and trade unions, including the Northern Ireland Public Service Alliance, Irish National Teachers Organisation and the Ulster Teachers’ Union.
As part of its dedicated partner programme, the firm provides a range of services including financial education seminars and workshops to thousands of their members each year.
The firm marked its 20th anniversary with a special event at Cyprus Avenue in Belfast, bringing together clients, partners and other stakeholders.
