Platinum Advice

At Platinum Advice, we are a friendly and reliable independent financial adviser firm based in Wetherby, North Yorkshire. We have been serving clients in York, Harrogate, Leeds, Ripon, Thirsk, and throughout North Yorkshire for many years. Our team of highly qualified advisers is dedicated to providing expert, impartial financial advice to individuals, families, and businesses. We take a holistic approach to financial planning, considering every aspect of our clients' financial situations to deliver a tailored solution that meets their unique needs and objectives.

Our Services

We offer a range of services, including:

Financial Services

• Independent financial advice
• Investment advice
• Pension planning
• Mortgages
• Financial protection
• Wealth creation and preservation

Our services are designed to help our clients achieve their long-term financial goals, whether that is saving for a specific purpose, securing a comfortable retirement, or simply managing their finances effectively. We take the time to listen to our clients, understanding their objectives, aspirations, and concerns before developing a personalized strategy to meet their needs.

Our Approach

At Platinum Advice, we believe in the importance of building strong relationships with our clients. We take the time to understand their goals, values, and circumstances to deliver tailored advice that is genuinely in their best interests. Our advisers are fully qualified and experienced, with a deep understanding of the financial markets and products available. We use our knowledge and expertise to help our clients make informed decisions about their financial futures.

Investment Advice

We offer a comprehensive range of investment products and services, designed to help our clients grow their wealth and achieve their long-term financial goals. Our investment advice is tailored to each client's individual needs, taking into account their risk tolerance, financial circumstances, and goals.

Pension Advice

Saving for retirement is a crucial aspect of financial planning. At Platinum Advice, we offer a range of pension solutions designed to help our clients achieve a comfortable retirement. We can help our clients set up pensions, monitor and review their funds, and access their retirement benefits when needed.

Mortgage Advice

We offer independent mortgage advice and search the entire market to find the best deal for our clients. Our qualified advisers are dedicated to helping our clients find the right mortgage, whether they are first-time buyers, looking to switch to a better deal, or moving home.

Protection Advice

We also offer financial protection advice, designed to help our clients protect their assets and income in the event of unforeseen circumstances. Our protection services include life insurance, critical illness cover, and income protection, all tailored to meet the unique needs of each client.

Why Choose Us

At Platinum Advice, we pride ourselves on our commitment to providing unbiased, expert financial advice. We understand that every client is unique, and we tailor our services to meet their individual needs and objectives. We are fully qualified, experienced, and regulated by the Financial Conduct Authority (FCA), ensuring that our clients receive the highest level of service and advice.