Straight Talking Money

We don’t do stuffy suits, we don’t speak bank jargon, nor do we like to confuse you or complicate things.

What we really do is provide you with straight talking money advice so you can live your best financial life.

Our Services

Every element is designed to support your goals

What We Do

Professional impartial financial advice to help you plan and reach your financial goals

Life is filled with countless financial decisions, so whether it’s the time to start a financial plan or if you are simply looking for advice about mortgages, pension, life insurance or investing, we are here to help you make the right ones.

We believe that financial planning is a journey. While the plan itself is generally made up of four broad categories – mortgages, life insurance, pensions, and investments we like to think of these as the vehicles to help you reach your destination. It is likely you will require the use of one or all of these vehicles at some point or another on your journey.

Our Process

Money is confusing. With our simple straight-talking process, we’ll help you figure it out.


Schedule a Consultation


Planning Meeting


Strategy Delivery

Platinum Financial

The Platinum Experience

No two clients are alike just like no two firms are alike, and a financial plan is not a one size fits all solution. This is why we created a unique and truly personalised and customisable client experience. Our modular planning process draws on an immense range of knowledge and services to help you take the necessary steps to improve your financial life. The specific blend of which is crafted 100% by you.


We know that effective financial planning is about setting priorities and that every great conversation starts with a good listener. That is why we start by really getting to know you. From there, with the help of state-of-the-art planning software, we help you figure out your financial life goals, prioritise what is important right now, and step by step put your plan into action.

All of this is performed hand in hand with your own dedicated and caring financial advisor who is always at your disposal to help you with mortgage advice, life insurance, retirement planning, saving and investing, tax and estate planning, philanthropy… the list of services can go on and on depending on your unique specific needs.

We’re always on your side so If you like the sound of what we’re doing and are looking for sound professional financial advice let’s start a conversation.

What Our Customers Say!


Ready to discuss your financial future?

speak to a member of the Platinum team now