Platinum Financial Planning Ltd: Clear retirement planning and pension solutions in Belfast.
Platinum Financial Planning Ltd in Belfast offers specialist retirement and pension guidance, from phased retirement and pension consolidation to tax-efficient strategies. Clients value professional, transparent advice delivered in plain English, with clear roadmaps and second opinions on Civil Service pension schemes. The team is praised for knowledgeable guidance and easy appointment scheduling, helping clients feel confident about long-term plans.
157 Upper Newtownards Rd, Belfast BT4 3HX, UK
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Personalized strategies for phased retirement, pension consolidation, and tax-efficient transitions to secure your future.
Expert guidance on pension schemes, including N.I. Civil Service, with clear explanations and scenario analysis.
One-on-one sessions via phone or Teams, offering professional, transparent advice tailored to your goals.
Sound knowledge of financial investments to optimize growth and manage risks for long-term security.
Independent review of retirement packages and financial decisions to ensure sound, confident choices.
Overall rating
Carol Mounce
I had the pleasure of receiving financial advice from Philip at Platinum Financial. Philip was friendly, professional and polite though most importantly he simplified an area of pensions that I knew very little about. He clearly articulated the main points I needed to be aware of providing expert opinion in a way that a mon-expert like me can understand. Thank you Philip.
Suzanne Connolly
I’m very grateful to have had a very informative telephone call with Will Clow at Platinum- would absolutely 100% recommend Will and this company. It was very easy to book an appointment with the reception staff, who were very helpful, and I had a telephone call within days. Will was very professional and knowledgeable- he gave me lots of practical and helpful advice to implement in relation to financial planning. I learnt a lot in fifteen minutes and was reassured.
Fionntan McCotter
I had an excellent session with Philip Andrews via Teams today. Philip provided invaluable advice on phased retirement, helping me understand how to transition smoothly while staying tax-efficient. He made the complex process of pension consolidation feel simple and gave me a clear, manageable roadmap for the future. Philip is professional, transparent, and clearly a specialist in his field. I now feel much more confident about my retirement strategy. Highly recommended!
Caroline O'Kane
I recommend taking advice from Platinum Financial Planning Ltd in respect of taking retirement (early in my case) as they have a sound knowledge of not only financial investments but of pension schemes such as the N Ireland Civil Service scheme. I found it very useful to have a 2nd opinion to assure me that the decision I was making in respect of choosing my retirement package was in fact a sound decision. My advisor Johanna also explained in a clear manner elements of the Civil Service pension scheme I had previously found confusing. Definitely a bonus to have Platinum available to NIPSA members.
Liz Harrigan
My Platinum consultant Johanna was so helpful. I had little understanding of the Pension process before my meeting but Johanna explained everything in 'plain English' so that I had a much greater understanding and re assured as to going forward. Johanna was also very well prepared so it is a great idea to provide consultant with as much information prior to meeting. Johanna certainly did her homework and was able to present me with various scenarios. I am now in a much better position and well informed so that I can make my decisions with confidence that I am doing the best thing for me. Thank you Johanna!
