Platinum Group

platinumgroup.co.uk

Platinum Group Reviews

Excellent rating
5.0
56 reviews Verified
Platinum Group
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Reviews ( 56 ) 5.0

Angela McLoughlin
Angela McLoughlin
2024.04.18
Reply from Platinum Group 2024.04.24
Thank you Angela for the 5 star rating!
Jacqui Magennis
Jacqui Magennis
2024.04.06
Excellent advice and support helped me confirm and progress my retirement planning. Couldn’t have done it without them.
Reply from Platinum Group 2024.04.08
Thank you so much Jacqui for taking the time to share your experience with us! We are thrilled to hear that our advice and support have helped confirm and progress your retirement planning. It's incredibly rewarding for us to know that we've played a part in helping you navigate such an important phase of your life. Thanks again.
Sean Murphy
Sean Murphy
2024.03.26
I couldn't recommend Platinum Financial Planning highly enough. From our first contact with Kerry who was helpful, accommodating, supportive and knowledgeable. I found Kerry to be welcoming and took a great deal of trouble to prepare us ahead of our face-to-face appointment from the moment we made the initial, tentative phone-call. Johanna was insightful, well prepared and genuinely interested in our situation. She was extremely well-informed and took the time to explore various scenarios of our particular financial situation. I felt that we could trust Johanna and that the information we received prepared us for all and any eventualities. We left PFP much more confident and well informed about our future - thank you Kerry and Johanna.
Reply from Platinum Group 2024.03.26
Thank you so much for your glowing review of Platinum Financial Planning, Sean! We’re thrilled to hear that both Kerry and Johanna made such a positive impact on your experience with us. We’re delighted that Kerry ensured your needs were met with the utmost care and attention from the moment you both entered our office. And Johanna, your kind words about her insight, preparation, and genuine interest in your situation mean a great deal to her and our entire team. Your trust in Johanna and our team is invaluable to us, and we're honoured to have been able to equip you with the tools and insights you need. Should you have any further questions or need assistance in the future, please don't hesitate to reach out.
roy mckane
roy mckane
2024.03.26
Ample time given to us to explore options and come to the best solutions for our financial requirements.
Reply from Platinum Group 2024.04.08
Thank you for your positive feedback, Roy! We're thrilled that you felt we provided ample time to explore and deliver the best financial solutions for you. Thanks again.
Andrea Berry
Andrea Berry
2024.03.21
I am a teacher and intend to retire at the end of this academic year. I was able to book a free consultation with Platinum Financial Planning through my UTU membership. Johanna had previously helped a close friend and colleague of mine to sort out the details for her retirement, so she came highly recommended to me. I was immediately put at ease by Johanna. She had a lovely manner and obviously knew what she was about. I had no idea what to do about my retirement benefits but Johanna crunched a lot of numbers and was able to tell me what all of my options were. She gave me sound advice, which I really appreciated and I came away feeling more confident about my future financial situation. My TP4 Retirement Form has now been completed and given to my Principal. I am now looking forward to a long and happy retirement! Johanna was amazing and I would highly recommend her to anyone who needs financial advice.
Reply from Platinum Group 2024.03.22
Thank you so much for taking the time to share your positive experience with us! We're thrilled to hear that you found our consultation valuable and that Johanna was able to provide you with the guidance you needed for your retirement planning. It's wonderful to hear that you felt at ease with Johanna and that she was able to explain your retirement benefits clearly, leaving you feeling more confident about your financial future. We understand that navigating retirement options can be overwhelming, so we're glad to have provided you with sound advice to help ease your transition into retirement. We appreciate your recommendation and are grateful for the opportunity to assist you in preparing for this chapter of your life. If you ever have any further questions, please don't hesitate to reach out. Thanks again.
FREDA BELL
FREDA BELL
2024.03.12
Johanna was friendly and easy to talk to. I am not very competent in this area and she guided me through all the information clearly and succinctly.
Reply from Platinum Group 2024.03.12
Thank you for taking the time to leave a 5-star review and for your kind words about Johanna! We're thrilled to hear that she provided clear guidance and made you feel comfortable during your consultation. Your feedback is greatly appreciated, and we'll make sure to share it with Johanna. If you have any more questions or need assistance in the future, feel free to reach out to us. Thanks again.
James Hughes
James Hughes
2024.03.12
When I retried I was unsure of how to best organise my investments to ensure the best possible returns and provide a sustainable portfolio to ensure future financial stability for my myself, my wife and my children. Trevor provided excellent advice and assistance, in clear and coherent language, to assist me in achieving this aim. Trevor continues to provide this valued service through regular one to one meetings and adhoc interventions should the need arise. This provides me with assurance and confidence for the future. I would have no hesitation in recommending Trevor to anyone with similar aims.
Reply from Platinum Group 2024.03.12
Thank you so much for taking the time to share your positive experience, James. It's great to hear that you found value in the advice and assistance Trevor provided. Ensuring the well-being of you, your wife, and your children is so important, and I'm delighted that we could assist you in achieving this aim. Trevor is committed to maintaining this level of support, whether it's through our regular one-on-one meetings or addressing any ad hoc needs that may arise. Your confidence and trust mean a great deal to us. Should you have any further questions, please don't hesitate to reach out and Trevor will be happy to assist. It has been a pleasure to support you and we look forward to continuing this positive relationship. Thanks again.
Peter Perfect
Peter Perfect
2024.02.29
We dealt with Trevor in Platinum and found him to be very knowledgeable and professional.
Reply from Platinum Group 2024.02.29
Thank you so much for taking the time to leave a five star review! We're delighted to hear that you found Trevor's service at Platinum to be knowledgeable and professional. Providing great service is always our priority. Thanks again!
Lorraine Mullen
Lorraine Mullen
2024.02.23
Michael was very welcoming and explained in detail everything that I needed to know regarding retirement. Will certainly recommend Michael and Platinum Finance.
Reply from Platinum Group 2024.03.01
Thank you so much for your kind words! It was a pleasure assisting you with your retirement planning needs. I'm thrilled to hear that you found the information provided helpful and that you felt welcomed throughout the process. Please don't hesitate to reach out if you have any further questions or if there's anything else we can assist you with. Thanks again.
Cathy Park
Cathy Park
2024.02.23
Plenty of communication prior to meeting. Good, informative meeting about retirement and what I should expect. Easy to understand and happy to answer any questions. I would recommend this company to anyone thinking of retiring and just wanting to get actual figures on how the future looks.
Reply from Platinum Group 2024.02.23
Thank you so much for taking the time to leave us such a positive review! We're thrilled to hear that you found our pre-meeting communication helpful and that you had a good experience discussing your retirement plans with us. Ensuring clarity and understanding is always a top priority for us, so we're glad to hear that our explanations were easy to follow. We appreciate your recommendation and if you have any further questions or need assistance in the future, please don't hesitate to reach out.
avos42 avos42
avos42 avos42
2024.02.17
Excellent guidance from Johanna re teacher pensions. Thank you for the expertise, clarity and patience. INTO member
Reply from Platinum Group 2024.02.19
Thank you for your 5* review and kind words regarding Johanna's guidance on teacher pensions. We're delighted to hear that you found her expertise, clarity, and patience valuable in navigating this important aspect of your financial planning. Providing exceptional service and support to our members is a priority, and we're here to assist you every step of the way. If you have any further questions, please feel free to reach out. Thanks
Tanya Martin
Tanya Martin
2024.02.16
My financial advisor at Platinum was ftiendly approachable, knowledgeable and professional. I felt comfortable to talk to her at all times
Reply from Platinum Group 2024.02.26
Thank you for sharing your Platinum experience with us! We're thrilled to hear that your financial adviser, Johanna was friendly, approachable, knowledgeable, and professional. Providing a comfortable and supportive environment for our clients is always a top priority, and we're glad to know that you felt at ease discussing your financial matters. Should you need anything else, please don't hesitate to reach out. Thanks again.
Gordon Darragh
Gordon Darragh
2024.02.13
Jonathan provided exactly what I was looking for. Highly recommend this for pressure-free assessment and advice
Reply from Platinum Group 2024.02.14
Thank you Gordon for taking the time to share your positive feedback regarding Jonathan's advice. We're thrilled to hear that Jonathan met your expectations and provided the guidance you needed. Should you require any further assistance in the future, please don't hesitate to reach out. Thanks again.
amanda weightman
amanda weightman
2024.02.13
Just received financial advice from Will Clow at Platinum services. Will was extremely helpful answering all of my questions and providing detailed calculations and forecast projections based on a number of scenarios. Will was exceptionally knowledgeable on the various factors which could potentially impact any decision that I may make and provided impartial advice. I am genuinely grateful for his time this afternoon.
Reply from Platinum Group 2024.02.14
Thank you Amanda for taking the time to share your fantastic feedback about your recent appointment with our financial adviser, Will Clow. We're thrilled to hear that Will provided you with exceptional financial advice and went above and beyond to address all your questions and concerns. At Platinum, we pride ourselves on delivering expert guidance tailored to our client's specific needs, and it's fantastic to know that Will's extensive knowledge and thorough approach left you feeling confident about your financial decisions. We'll be sure to pass along your kind words to Will and should you need further assistance, please don't hesitate to reach out. Thanks again.
Jonathan Moore
Jonathan Moore
2024.02.01
My pension advice session with Trevor Johnston was extremely helpful to me. He explained everything in simple terms and was happy to go over a second time any points which I couldn't quite grasp. He laid out my options very clearly, helping me to make informed decisions.
Reply from Platinum Group 2024.02.01
Thank you so much for your wonderful 5-star review, Jonathan, we really appreciate it! Delighted to hear that you have had such a positive experience with our financial adviser, Trevor Johnston. We are also happy to hear that Trevor explained everything in simple terms meaning that you left feeling informed and confident about your options. It has been a pleasure to support you. Thanks again.
Olga McGettigan
Olga McGettigan
2024.01.30
Trevor provided a detailed and comprehensive overview of pension and financial options in retirement planning. I appreciated how he concisely explained the breakdown of the pension fund and translated complex information into an easy to understand format.
Reply from Platinum Group 2024.01.31
Thank you so much for your 5* review, Olga, we really appreciate you taking the time to share your feedback. It was Trevor’s pleasure to meet with you both and we are delighted to hear that you have had such a positive experience with him and that he was able to give you a detailed breakdown of your financial options. Thanks again.
Bern
Bern
2024.01.25
I just recently had a really informative appointment with Trevor from Platinum Financial Planning regarding pension advice. He explained my plan in great detail and he did so in a way that I was able to understand the unfamiliar terms and jargon. I now feel that I am more able to make an informed decision about my financial future. Thank you!
Reply from Platinum Group 2024.01.26
Thank you Bernadette for taking the time to share your fantastic feedback about your recent appointment with our financial adviser, Trevor Johnston. We're thrilled to hear that he explained everything thoroughly, this has ultimately put you in a position to make informed decisions about your financial future. It has been a pleasure to support you. Thanks again.
Tina Loughran
Tina Loughran
2024.01.25
Myself and my colleague dealt with Trevor Johnston, he put us at ease from the very start of our appointment, explained everything in detail and took the time to answer any questions or concerns we had, I would definitely recommend this company
Reply from Platinum Group 2024.01.25
Thank you, Tina, for taking the time to give us a 5* review. We very much appreciate it. We are delighted to hear how impressed you and your colleague were with the advice you received. We are also thrilled to hear that you would recommend us in the future, that means so much to our business! It has been a pleasure to support you both. Thanks again.
Marina McConville
Marina McConville
2024.01.19
I am so glad that I booked an appointment with Platinum. The booking process was a pleasure and I was able to meet with the Financial Planner on MS Teams. Before the session, I had very limited understanding of my pension situation, but Will was extremely knowledgeable and explained everything to me very clearly. I now feel much better equipped to make the decision about when to retire. If you are thinking about getting some advice, I would highly recommend Platinum Financial Planning.
Reply from Platinum Group 2024.01.23
Thank you for such a fantastic 5* review, Marina. We are delighted to hear that Will has offered valuable insights into your pension and retirement options, providing you with increased confidence in the decisions ahead. It is rewarding to hear about your positive experience with Platinum and it brings us great pleasure to know that you would recommend us to your friends and family in the future. Thank you once again, Marina
Judith O'Rourke
Judith O'Rourke
2024.01.09
Both my husband and I retired together in June 2022. Phillip was a great help with advice on deciding how best to invest our lump sums. We have recently had a review to discuss the performance of our investments and again we found Phillip to be very helpful. He is efficient, warm, friendly and explains things in an easy to understand way. We are very pleased with the performance of our portfolio so far and trust that our investments are in good hands for the future.
Reply from Platinum Group 2024.01.10
Thank you so much for your wonderful 5* review, Judith, we really appreciate you taking the time to share your feedback. We are delighted to hear about the positive relationship you have both had with our independent financial adviser, Philip. It’s also great to hear that your investments are working well for you both and that you have seen the outcomes that you were hoping for. It has been a pleasure to support you and thanks again.