About Platinum Financial
Who we are
Our motto is ‘straight talking money’ and we live by that. No jargon, no fuss, no stress. We’re passionate about giving you the right advice coupled with the best products and investments at the best price at whatever point you are on your financial journey no matter if you are; buying your first home, starting a new job, looking to protect your family from financial loss, saving for your children’s education, or planning your retirement.
Whatever your destination, we are with you all the way, and no matter what your financial question is along the way all you have to do is… Just Ask!
We hold ourselves to the highest standards of conduct, and are authorised and regulated by the Central Bank of Ireland (CBI), so you can be reassured that you are in safe hands with us.
From humble beginnings
Platinum Financial Planning was established by its founder and Managing Director, David Devine, from his home office in 2013, with the goal to make professional advice and financial solutions available to everyone.
Since it’s inception, the firm has gone from strength to strength; opening its first office back in 2014 to then relocating in 2018 to it’s current larger offices on Florence Road in the heart of Bray, Co. Wicklow to accommodate its growing team of financial specialists.
Our Mission
At Platinum Financial Planning, our mission is to empower individuals, families, and business owners to achieve their financial aspirations and secure their future with confidence. We are dedicated to providing personalised, comprehensive, and unbiased financial guidance that aligns with our clients’ unique goals and values.
Through our unwavering commitment to integrity, transparency, and expertise, we strive to create lasting relationships built on trust and mutual respect. Our team of seasoned financial professionals combines cutting-edge strategies with a deep understanding of market trends, economic dynamics, and regulatory landscapes, ensuring that our clients receive the highest standard of financial advice.
We are driven by a passion for education, believing that informed decisions lead to better financial outcomes. Our mission extends beyond short-term gains, as we focus on fostering financial literacy and equipping our clients with the knowledge and tools they need to make sound financial choices throughout their lives.
With an emphasis on innovation and adaptability, we continuously refine our services and methodologies to anticipate and address the ever-evolving challenges of the financial landscape. Our success is measured by the achievement of our clients’ dreams and aspirations, and we are honoured to play a pivotal role in helping them navigate the complexities of finance with confidence and peace of mind.
At Platinum Financial Planning, we are committed to guiding you towards a future that shines as brightly as the precious metal itself. Your financial well-being is our ultimate priority, and we stand ready to serve as your trusted partners on your journey to financial success.
From start to finish, the team in Platinum Life made the whole application process seamless, easy, and very intuitive. I travel a good amount for work and have a busy life so not having to schedule and deal with medical examinations and to have immediate coverage through a highly rated company is the best.
Chris Dempsey
The process is so simple. I completed the calculator on my laptop and had a policy before the end of the day. I already told people at my office about it.
Anthony Devlin
So easy. Every other place made it difficult. I just wanted to know how much cover I needed, not what I could be sold on. A big thanks to Michael for taking the time to understand what I really looking for and for sorting out my life cover without any hassle.
Sarah Bolger
Ready to discuss your financial future?
speak to a member of the Platinum team now