Platinum Financial Planning Ltd

I couldn't recommend this service highly enough. I had a knowledgeable and helpful financial advisor who made everything so easy to understand. They dealt with my query very quickly and made it easy for me to make decisions concerning my pension.

My meeting with Johanna was excellent. Johanna is such a lovely lady explained everything so well and may me feel so relaxed and I felt that I could ask her anything. I would highly recommend Johnna she is excellent at her job and she is such a real asset to Platinum Financial Planning they are so lucky to have such a lovely lady on their Team.

Wanted to discuss my work pension as I didn’t understand it at all. After Johanna explained it in detail I left feeling much more confident about it and knowing what my next step will be. Johanna was a pleasure to speak with and I highly recommend her services.

Platinum were excellent to work with. Their customer service team are friendly and efficient and the advice that I received from my financial planner (Trevor) was impartial, direct and very informative. He helped to make the daunting prospect of financial planning more bearable and my husband and I now feel more reassured about the next steps with our pensions and savings.

I have been investing with Platinum for some time. I have received excellent advice and help. My investment has grown substantially as a result. The advisors who I have been dealing with are extremely helpful and have put me at ease when discussing issues relevant to my investment.

Exceptional retirement planning advice I had an excellent initial experience dealing with the team over the telephone and via email. I met Will face to face at the office to discuss my retirement planning. From the outset, Will took the time to really understand my personal circumstances, long-term goals, and any concerns I had about the future. Will's approach was thoughtful, patient, and completely tailored to me. Will explained all my options clearly and honestly, breaking down complex information into easy-to-understand terms, which gave me real confidence going forward. I never felt rushed or pressured, instead, I felt supported and reassured every step of the way. What stood out most was the genuinely personal service. It was clear that Will and his team cared about getting things right for me, not just ticking boxes. Their professionalism, expertise, and attention to detail made the whole process straightforward and stress-free. I now feel much more confident and secure about my retirement plans, and I wouldn’t hesitate to recommend Platinum Financial for anyone looking for clear, trustworthy, and personal financial guidance for the future. Many thanks for all your kindness, attention and help

I had a very positive and supportive financial advisory session with Will Clow from Platinum Financial Planning today (26th Feb 2026). Will Clow clarified all aspects of my future pension situation. He also took the time in helping me understand the complete full picture financially (with me being in my 60s now). All I can say is - a very "BIG thank-you" to Will.