Platinum IFS - IFA - Independent Financial Advisers and Mortgage Advisers - Sale
Platinum IFS is an independent financial advisory and mortgage advisory company located in Sale, England. Their team of experienced financial planners offers a range of financial services to help clients achieve their financial goals. They pride themselves on providing personalized advice and guidance to each client, ensuring that their unique needs are met. Whether it's retirement planning, investment management, or mortgage advice, Platinum IFS is dedicated to helping clients navigate the complex world of finance.
Introduction to Platinum IFS IFA Independent Financial Advisers and Mortgage Advisers Sale
Platinum IFS IFA Independent Financial Advisers and Mortgage Advisers Sale is a financial services company located in Sale, England. With over 20 years of experience, the company has been providing tailored financial advice and solutions to its clients. What sets Platinum IFS apart from others in the industry is their approach to understanding each client's unique financial situation and providing personalized advice to help them achieve their financial goals.Services & products
Platinum IFS offers a range of services, including financial planning, investments, pensions, mortgages, and protection. Their team of experienced financial planners work closely with clients to create a customized financial plan that takes into account their current financial situation and future goals. They also offer investment advice and management services, helping clients to make informed decisions about their investments. In addition, Platinum IFS provides mortgage advice and protection services to help clients secure their financial future.Location
Platinum IFS is located on Marsland Road in Sale, a town in Greater Manchester, England. The area is home to a variety of businesses, including shops, restaurants, and cafes. Sale is well connected to public transportation, with several bus stops within walking distance of the office. The closest public transportation options are the Brooklands Metrolink Station (1.2 miles away), Sale Station (1.3 miles away), and the Sale Moor Roundabout bus stop (0.2 miles away).Benefits
Customers should choose Platinum IFS because of their commitment to providing personalized financial advice and solutions. The company has a team of experienced financial planners who work closely with clients to create a customized financial plan that takes into account their unique needs and goals. Platinum IFS is also dedicated to providing excellent customer service, ensuring that clients feel supported and informed throughout the entire process.Good to know
Customers should be aware that Platinum IFS is an independent financial advisory firm, which means they are not tied to any specific financial products or services. This allows them to provide unbiased advice and recommendations to their clients. Additionally, the company operates on a fee-based model, which means they do not receive any commissions from financial product providers. This ensures that their advice is based solely on their clients' best interests.Reviews
Customers have praised Platinum IFS for their knowledgeable and friendly staff, as well as their commitment to providing personalized financial advice. Many clients have reported feeling supported and well-informed throughout the entire process, and have appreciated the company's transparent fee structure. Overall, Platinum IFS has received positive reviews from their clients, making them a trusted choice for financial planning and advice.Amenities
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free consultation -
financial planning
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investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
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budgeting assistance
FAQ
What types of financial planning services do you offer?
We offer a wide range of financial planning services including retirement planning, investment planning, tax planning, estate planning, and more. Our goal is to help our clients achieve their financial objectives and secure their financial future.How do you customize financial plans to fit individual clients?
We understand that each client has unique financial goals and needs, so we take a personalized approach to financial planning. We work closely with our clients to understand their financial situation, risk tolerance, and investment preferences. Based on this information, we develop a customized financial plan that aligns with their goals and objectives.What are your fees and how are they structured?
Our fees vary depending on the complexity of the financial plan and the services required. We offer a transparent fee structure and will provide a detailed breakdown of our fees before starting any work. Our fees are typically based on an hourly rate or a percentage of assets under management.What professional qualifications do your financial planners have?
Our financial planners are highly qualified and hold professional designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Wealth Manager (CWM). They have years of experience in the financial services industry and undergo regular training to stay up-to-date with the latest industry developments.Can you provide references or testimonials from satisfied clients?
Yes, we are happy to provide references or testimonials from our satisfied clients. We take great pride in the quality of our work and the relationships we build with our clients. Many of our clients have been with us for years and are happy to recommend our services to others.Reviews
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Alan Ford
Great experience with Platinum, always being there to answer questions and mange my accounts.Thankyou All . RA Ford
13-05-2023
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Helen Entwistle
27-04-2023
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Jack Dean
Very happy - Couldn't recommend Eeshan enough. Very professional and knows his stuff - Made me feel very secure.
27-03-2023
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Abby Morris
I have recently been working with Lisa Jackson to buy my first home and she went above and beyond as my mortgage broker. I had absolutely no clue on how the process worked and Lisa guided me and completed all paperwork whilst still making sure I was fully informed. After a 9 month struggle with my solicitors, everything finally fell into place at the last moment and I can safely say I would not and could not have gotten through it without Lisa. Lisa was there to chase and query with my unco-operative solicitors, even spending time chasing money they owed me after the sale went through. Lisa also advised and set up all house/life insurance for me when the time came. Platinum came recommended to me and I wouldn’t hesitate to pass on that recommendation, especially recommending Lisa for any mortgage related processes or queries.
27-03-2023
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M T Bourke
Lisa, at Platinum, greatly assisted our daughter and ourselves navigate the mortgage process, particularly during an uncertain time with regard to interest rate rises. Lisa advised, reassured and guided us through the process, which culminated in a successful purchase of a London property. We were delighted with Lisa’s common sense approach, valuable advice and quick response time to any queries we had. Nothing was ever too much trouble. We would, therefore, recommend Lisa, and Platinum, unreservedly to any one wishing to purchase a property. Many thanks, Lisa.
27-03-2023
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Paul Hunter
I needed somebody to help me analyse my existing pension arrangements, and Eeshan was recommended to me by another financial adviser who has done some work for me. I'm really happy with the advice he's given me. He took the time to make sure that everything was explained clearly and that I was happy with everything. Communication has been excellent throughout. Feeling like I made a good choice!
27-02-2023
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Joanne Childs
I have seen Eeshan a number of times now and I can't recommend highly enough. He is knowledgeable and was able to explain to me the intricacies of my pensions, which were way too complicated for me to fathom on my own. I look forward to receiving more advice in the near future.
27-02-2023
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Michał Szymański
Service was recommended to me by a friend, so I was expecting a job well done but I was still blown away by the high level of professionalism and personal touch from the team and mortgage advisor - Lisa. We were always in touch, everything was thorougly explained to me, every question and worry was taken care of. I fully enjoyed every meeting, always felt welcomed with a nice cuppa. House purchase successful 👍.
27-02-2023
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Ewa Croker
Having had a rapid decline in health, I have had to stop work earlier than planned. I have been working with Eeshan on sorting out my pension and finances for the past 6 month. He is both helpful and responsive and has helped me navigate the minefield of options. He has arranged some fantastic deals for me. Best of all, having all my meetings with him at my home has been a bonus
27-02-2023
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Ian France
Should of done a review ages ago but it's nearly a year since I've retired all thanks to Eeshan, I didn't think I could retire at 57, but Eeshan made it possible and I couldn't thank him more, my life has improved 10 folds, great advice and my future looks very bright, so if you want to retire and you are not to sure if you can, my advice is make a call to Platinum what have you got to loose best discussion I ever made, thanks Eeshan for your time and advice.
27-01-2023
