Platinum Financial Planning Ltd

28/08/2026

Yesterday, we hosted our annual breakfast morning, all in support of our charity partner, Northern Ireland Hospice! 💜

Phil took charge of the grill, cooking up bacon, sausages and eggs for the team, who all tucked into a proper breakfast bap. 🥯

It was a fantastic way to come together, enjoy great food, and support a cause that does incredible work in our community.

If you’d like to support NI Hospice, you can donate through our JustGiving page: 👉 https://eu1.hubs.ly/H0p9qWs0

24/06/2026

🏆 We’re delighted to share that Platinum has been featured in The Telegraph today as a VouchedFor 2026 Top Rated Firm. This marks our second appearance in a national publication this year, following our recognition in The Times in March.

🎉 Being a Top Rated advice firm for the 3rd consecutive year is more than an award. It’s a reflection of the relationships we build every day and the trust our clients place in us.

💬 What makes this recognition even more special is that it’s based entirely on verified client feedback. It reflects the consistency of care, clarity, and confidence our team strives to deliver in every conversation.

✨ A big thank you to our clients for their continued trust and support, and to our team for the professionalism, dedication, and care that make this possible.

📰 Read more about our recognition here: https://eu1.hubs.ly/H0wpRHK0

27/05/2026

📍 We’re delighted to be attending the Annual NIPSA - Northern Ireland Public Service Alliance Conference this week!

As financial planners specialising in public sector pensions and retirement planning, we’re proud to be here supporting members and helping them better understand their pension options, retirement benefits, and long-term financial wellbeing.

Whether you’re just starting to plan for the future or approaching retirement, we’re here to answer questions, offer guidance, and talk through how we can help you make the most of your pension scheme.

If you’re attending the conference, make sure to stop by for a chat - we’d love to meet you! 👋

29/04/2026

Every mile makes a difference! 🏃‍♂️

This Sunday, our colleagues, Michael Geddis, Tony Douglas, Michael Keown and Owen Boyd will be taking on the Belfast Marathon Relay in support of Northern Ireland Hospice. 💜

After completing the Jingle Run in December, they’re once again going the extra mile to raise vital funds and awareness for our charity partner. This support helps ensure that NI Hospice can continue to provide essential hospice and palliative care for people across Northern Ireland.

We’re incredibly proud of their dedication and the effort they’re putting in to make a real difference.

Good luck guys! 👏

If you’d like to support them, you can donate here: https://www.justgiving.com/fundraising/platinumfinancial

03/04/2026

Wishing you a Happy Easter and a restful break from everyone here at Platinum Financial Planning! 💐

02/04/2026

We are proud to have supported today's face to face seminar alongside the Irish National Teachers' Organisation NI and the Ulster Teachers' Union. 🙌

Sessions like these are all about providing clarity, confidence, and practical steps towards long-term planning. 💼

A big thank you to all members who attended and engaged in the session.

27/03/2026

Planning for retirement is one of the most important steps in your career journey. 👥

This retirement planning session will cover key topics including a look at the Teacher's pension scheme to help you feel confident and prepared.

Don’t miss this chance for expert guidance and valuable insights!

Sign up below. 📧

📢 Places Limited – Don’t Miss Out! 📢

👥 Joint INTO & UTU Pre-Retirement Seminar

📍 INTO HQ, College Gardens, Belfast
🗓️ Thursday 2nd April 2026
🕜 1:30pm – 4:00pm

Planning ahead for retirement is one of the most important steps in your career journey — and this seminar is designed specifically with educators in mind.

💼 Delivered by Platinum Financial Planning Ltd, this informative and practical session will cover key aspects of retirement planning, helping you feel confident and prepared for the future.

Whether you’re approaching retirement or simply thinking ahead, this is an opportunity to gain expert guidance and valuable insights.

⚠️ Places are limited, so early registration is essential!

✅ Please complete both steps to secure your place.
📧 You will receive an automated confirmation email once registered.

👉 Take the time now to plan for your future 🔗 https://linktr.ee/UlsterTeachersUnion

25/03/2026

We’re pleased to share details of the next joint Union Pre-Retirement Seminar for Irish National Teachers' Organisation NI and Ulster Teachers' Union members.

📅 Thursday 2nd April
📍 INTO Northern Office, Belfast
🕜 1.30pm - 3.30pm

This session is designed to support members approaching retirement, covering key financial considerations and helping you plan with confidence for the years ahead.

21/03/2026

We’ve been named a VouchedFor Top Rated Firm in 2026 - 3 Years in a Row! 🎉

We’re thrilled to be recognised again as a Top Rated Firm by VouchedFor, featured in The Times today, marking our 3rd consecutive year of this incredible achievement. We are also proud to be 1 of just 3 firms in Northern Ireland to receive this recognition. 🏆

In addition to this, we are thrilled that all 6 of our advisers have again been recognised as Top Rated Advisers, reflecting their dedication, expertise, and the trust of our clients.

This recognition is based entirely on verified client feedback, highlighting the things our clients value most:
✅ Confidence in financial planning
✅ Clear and understandable advice
✅ Trust and ongoing support

A big thank you to all of our clients, as it's your support that makes achievements like this possible.

Discover what our clients value most about working with us, and what earned us this recognition in our latest blog 👉 https://eu1.hubs.ly/H0sRdpG0

18/03/2026

Are you a member of the Ulster Teachers' Union or Irish National Teachers' Organisation NI starting to think about retirement? Let’s help you plan the future you deserve!

At Platinum Financial Planning, we’re proud to partner on this upcoming Pre-Retirement Webinar, designed to give you the clarity and confidence to take your next steps. 💼

📅 Tuesday 24th March
🕒 3.45pm – 5.15pm

Don’t miss out, secure your place today! 🙌

🌟 Ulster Teachers' Union members have you started dreaming about retirement?

It’s time to plan for the future you deserve!

Join us for our Joint Union Pre-Retirement Webinar in partnership with Platinum Financial Planning Ltd 💼✨
📅 Tuesday 24th March
🕒 3.45pm – 5.15pm

Whether retirement feels just around the corner or you’re starting to plan ahead, this webinar is packed with expert guidance to help you make the most of what’s next. Don’t miss out! 🙌

👇 For full details and registration, click the link https://linktr.ee/UlsterTeachersUnion