We are an Independent Financial Adviser (IFA) firm based in Wetherby offering expert impartial financial advice to residents in York, Harrogate, Leeds, Ripon, Thirsk and throughout North Yorkshire. We are a small, friendly and reliable company with a team of highly qualified advisers on hand to assist you in reaching your financial goals. We offer Independent Financial Advice which is unbiased and we use products from the whole of the market to provide advice on pensions, mortgages, financial protection and investments.
We like to keep it simple. We listen to your financial objectives and offer clear, no-nonsense solutions at an affordable, transparent cost. Our advisers have grown the business through personal recommendations from long standing client relationships that we have built on trust and professionalism.
We like to keep it simple. We listen to your financial objectives and offer clear, no-nonsense solutions at an affordable, transparent cost. Our advisers have grown the business through personal recommendations from long standing client relationships that we have built on trust and professionalism.
Services
Platinum Advice is an independent financial adviser firm based in the Wetherby.
We have clients from York, Harrogate, Leeds, Thirsk and all over Yorkshire.
With over 30 years combined experience we offer an array of services from mortgage to investment pension advice.
Having grown organically from personal recommendations and referrals we pride ourselves on our Independent status to ensure our clients get a truly unbiased no nonsense service.
We are open Mon - Fri 9am - 5pm for you to pop in and pick our brains and we regularly schedule evening meetings at our clients homes for convenience and comfort, offering a face to face adviser service that gives you peace of mind.
We have clients from York, Harrogate, Leeds, Thirsk and all over Yorkshire.
With over 30 years combined experience we offer an array of services from mortgage to investment pension advice.
Having grown organically from personal recommendations and referrals we pride ourselves on our Independent status to ensure our clients get a truly unbiased no nonsense service.
We are open Mon - Fri 9am - 5pm for you to pop in and pick our brains and we regularly schedule evening meetings at our clients homes for convenience and comfort, offering a face to face adviser service that gives you peace of mind.
We are a fully qualified and experienced Financial Adviser firm and are able to advise on financial products available from the entire market to ensure that we match the most suitable products to your needs.
We have access to research tools and use these to help us research, compare and select the most appropriate product for your circumstances.
At our first meeting we will discuss what you want to achieve and as we move forward carry out an analysis based on your current situation.
We will also take into account any specific plans and/or targets you may have.
We have access to research tools and use these to help us research, compare and select the most appropriate product for your circumstances.
At our first meeting we will discuss what you want to achieve and as we move forward carry out an analysis based on your current situation.
We will also take into account any specific plans and/or targets you may have.
We offer an array of investment products along with a huge variety of fund choice to match your aims and objectives.
Once again we are Independent so therefore you receive truly unbiased advice that is right for you!
Saving for your retirement is a very important part of financial planning.
Most people spend their working lives dreaming of their retirement, however, unless they have made proper pension provision, that retirement may not be as idyllic as they had hoped.
The reality is that the sooner you start paying into a pension the higher your income in retirement is likely to be.
Once again we are Independent so therefore you receive truly unbiased advice that is right for you!
Saving for your retirement is a very important part of financial planning.
Most people spend their working lives dreaming of their retirement, however, unless they have made proper pension provision, that retirement may not be as idyllic as they had hoped.
The reality is that the sooner you start paying into a pension the higher your income in retirement is likely to be.
Ultimately it will depend on your tax position and on your risk tolerance both in terms of attitude towards risk and capacity for any loss in your investment.
It is also vital to understand and plan for what you are trying to achieve with your investments.
Think about why you want to invest and how long for, you might be looking for an investment to provide money for a specific purpose in the future, or you may want an investment to provide extra income now.
A Stocks & Shares NISA (formerly known as an ISA) allows investors to put up to 15,240 in each year and invest in shares or funds which will be free from capital gains tax.
It is also vital to understand and plan for what you are trying to achieve with your investments.
Think about why you want to invest and how long for, you might be looking for an investment to provide money for a specific purpose in the future, or you may want an investment to provide extra income now.
A Stocks & Shares NISA (formerly known as an ISA) allows investors to put up to 15,240 in each year and invest in shares or funds which will be free from capital gains tax.
We offer Independent Mortgage advice and search the whole of the market to find the best deal for you, we are not tied to just one Bank or Building Society so let us save you time in finding an appropriate Mortgage for you.
A fee of 195 for arranging a mortgage may be payable at outset, we will also receive a procuration fee from the lender.
Whether you are a "First Time Buyer" wanting to get onto the housing ladder or a property owner wanting to re-mortgage to a better interest rate, we can help.
A fee of 195 for arranging a mortgage may be payable at outset, we will also receive a procuration fee from the lender.
Whether you are a "First Time Buyer" wanting to get onto the housing ladder or a property owner wanting to re-mortgage to a better interest rate, we can help.
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