0330 038 8938
Based in Belfast
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Philip is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Philip's status
Last checked: 27 April 2025
Philip is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Philip's status
25
Recent Client Reviews
Philip has received 25 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Philip has received 25 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 16 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Philip has not yet added their qualifications to their profile
Qualifications not yet added
Philip has not yet added their qualifications to their profile
Transparent Fees
Philip has not yet added their fees to their profile
Fees not yet added
Philip has not yet added their fees to their profile
27
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 27 first impressions)
100% of users who are not yet clients had a positive first experience with Philip
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 27 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Philip is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Philip's status
Last checked: 27 April 2025
Philip is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Philip's status
25
Recent Client Reviews
Philip has received 25 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Philip has received 25 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 16 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Philip has not yet added their qualifications to their profile
Qualifications not yet added
Philip has not yet added their qualifications to their profile
Transparent Fees
Philip has not yet added their fees to their profile
Fees not yet added
Philip has not yet added their fees to their profile
27
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 27 first impressions)
100% of users who are not yet clients had a positive first experience with Philip
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 27 first impressions)
With more than 20 years’ experience within the financial planning industry, I previously spent 12 years working within a leading bank advising high net worth clients and have experience in running my own business. I specialise in providing people with specialist knowledge of their investment and retirement options. My aim is to help people gain a better understanding of their personal situation and know what options they have. In addition to this, I provide a range of bespoke financial services to the employees and members of our organisational partners. For me, financial planning is about helping clients determine whether they are on track to meet their goals and outlining their path to overall financial wellbeing.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Philip's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Savings
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Adviser Disclaimer
Platinum Financial Planning Ltd. is authorised and regulated by the Financial Conduct Authority. Company Registration No. NI613564. Registered in Northern Ireland.