About Platinum Wealth
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.
Specialties: Estate Planning, Wealth Management, Holistic Financial Planning, Wills, Trusts, Pension and Retirement Planning.