Our Company

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.

Our Staff

Our staff are all qualified to the required FCA standard and our experienced advisers put their clients at the heart of our business. We deliver an ongoing service of the highest quality that we know our clients truly value.

We give specific, detailed advice so that everything fits together to meet our clients’ objectives in life. We have over the years gained a vast amount of experience in investment, retirement and tax planning for those with simple or more sophisticated requirements.

Our Advice

Here at Platinum Advice we are passionate about making your money work harder for you and helping you achieve your financial aims.

We provide objective and independent financial advice to individuals, families and businesses, tailored to meet your specific needs. Working in partnership with you and other trusted professionals we can help you to build your wealth, protect it, and pass it on to future generations. No matter what your financial concern or complexity, our team of specialist advisers can provide advice and guidance across your entire affairs.