Our approach

At Platinum Advice we listen to you and develop a relationship over the long term. We look to understand your needs, your objectives and always put you as the client first.

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. Once we have analysed your current situation we will help remedy any inadequate points making suggestions on how things can be improved.

Our initial appointment is free and allows us to understand how you wish to proceed in the future. We understand that everyone’s circumstances are different so we adapt to provide each client with an individual tailored service that we feel meets your needs and your budget. All advice will be fully explained and priced so that you’ll know exactly what and why we have made the recommendation before you agree and prior to you making any payment.

Call today for a free appointment on 01937 586634. You can also email info@platinum-advice.com to arrange an appointment at your home or our office in Wetherby.