Founded in 2004, Platinum Financial Planning Ltd is an independent firm of financial advisers located in Bath, UK. The company provides a comprehensive financial planning service, focusing on building long-term relationships with its clients. Their mission is to help individuals and families achieve their financial and lifestyle objectives through bespoke advice covering investment management, retirement planning, estate planning, and financial protection. As an independent adviser, they are not tied to any single provider, allowing them to offer impartial advice from across the market. The firm is authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

United Kingdom