Platinum Wealth (IFA) Ltd
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Last time updated: 10/18/23, 10:03 PM
About
35+ years in Financial Services with experience as an adviser, manager, sales manager and training officer within a National Firm. I aim to provide the right advice with a personal backup and client experience. Specialising in bespoke solutions in the areas of Estate Planning, Retirement planning and Wealth Management. I hold the Advanced Financial Planning Certificate and am also a member of the Personal Finance Society (PFS) by Diploma. As a Member of Personal Finance Society by Diploma (DipPFS), I am also required to follow their code of professional conduct and undertake Continuous Professional Development.
Frequently Asked Questions
Which days is Platinum Wealth (IFA) Ltd open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
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