Platinum Financial Planning Ltd

16/10/2026

We're here tonight at the 2026 Belfast Chamber Business Awards, and it's fantastic to be celebrating alongside so many brilliant local businesses! 🏆

We're incredibly proud to be shortlisted for the Customer Service Excellence Award, recognising something that's at the heart of everything we do at Platinum.

It's a great opportunity to get the team together, swap our usual workwear for something a little smarter and enjoy an evening celebrating the best of Belfast business!

Good luck to all the finalists, and here's to a fantastic night! 🥂

05/10/2026

We’re thrilled to share that Platinum has been shortlisted for Professional Services Firm of the Year in the 2026 Business Eye Awards! 🏆

This award recognises Northern Ireland’s leading professional services firms that work with and provide key advice to clients across the local business community. 🎉

For us, being shortlisted is a reflection of the trusted relationships we’ve built with our clients and the people behind them, and the advice, support and commitment our team brings to those relationships every day.

We’re delighted to see the hard work of our team recognised and to be shortlisted alongside some great professional services firms.

02/10/2026

We’re really looking forward to delivering our first seminar of the new term next Wednesday afternoon, in partnership with the Ulster Teachers' Union and the Irish National Teachers' Organisation NI.

Planning for retirement is one of the most important steps in your career journey. This session will cover key areas of retirement planning, including an overview of the Teachers’ Pension Scheme, helping you better understand your options and feel more confident about preparing for the future.

Don’t miss this opportunity to gain expert guidance and valuable insights to help you plan for retirement with confidence.

📅 Wednesday 7th October
🕐 3:45pm - 5:30pm
📍 Corr's Corner, Newtownabbey

📢 Pre-Retirement Seminar – Corr’s Corner ~ Newtownabbey

Are you thinking about retirement or planning ahead for your future? Join us for an informative Pre-Retirement Seminar designed specifically for teachers.

🗓 Date: Wednesday, 7th October 2026

🕓 Time: 4:00pm – 5:30pm

📍 Venue: Corrs Corner Hotel, Newtownabbey, BT36 4TQ

This valuable seminar, delivered by Platinum Financial Planning Ltd, will cover key aspects of retirement planning tailored to the unique needs of educators. Whether retirement is just around the corner or still a few years away, you'll gain practical insights and expert guidance to help you prepare with confidence.

Book here ➡️ https://linktr.ee/UlsterTeachersUnion

23/09/2026

We’ve been shortlisted for Customer Service Excellence! 🏆

We’re incredibly proud to share that Platinum has been shortlisted for the Customer Service Excellence Award in the 2026 Belfast Chamber Business Awards. 🎉

The award recognises businesses that demonstrate an ongoing commitment to customer service and the client experience.

For us, both are fundamental to our approach. Our core values of Professional, Trusted, Invested and Always Improving shape how we work with our clients and with each other. It’s about taking the time to listen to our clients, understand what matters to them and use those insights to shape how we support them.

A big thank you to our team, and to our clients for continuing to put their trust in us.

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.