Search Icon

Platinum IFS - IFA - Independent Financial Advisers and Mortgage Advisers - Sale

  • Trustfeed ratings Icon
  • Trustfeed ratings Icon
  • Trustfeed ratings Icon
  • Trustfeed ratings Icon
  • Trustfeed ratings Icon

Sale, United Kingdom

platinumifs.co.uk
Financial planner· Financial consultant· Investment service· Pension office· Financial institution· Mortgage broker

Platinum IFS - IFA - Independent Financial Advisers and Mortgage Advisers - Sale Reviews | Rating 5 out of 5 stars (5 reviews)

Platinum IFS - IFA - Independent Financial Advisers and Mortgage Advisers - Sale is located in Sale, United Kingdom on 211 Marsland Rd. Platinum IFS - IFA - Independent Financial Advisers and Mortgage Advisers - Sale is rated 5 out of 5 in the category financial planner in United Kingdom.

Address

211 Marsland Rd

Phone

+44 1617188328

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entrance

Open hours

...
Write review Claim Profile
E

Elaine Walton

As I approached retirement, I was looking for financial advice about the various pensions I’d collected over my working life. Unless you already know one, selecting an adviser is a bit of a stab in the dark. I approached Platinum IFS as I know someone who works for them – as good a reason as any. Although we’ve only been able to meet via Zoom so far, I have been delighted with the service I’ve received from Eeshan Gupta. He takes his time to make sure I understand his explanations and advice, and I feel comfortable asking even the daftest questions. Would recommend.

S

simon adams

As an employee of Platinum I feel the need to leave a review as I am overwhelmed with the support from Platinum over the last 9 months. It has definitely been a challenging time for us all but I have been impressed with how we have adapted to using technology to continue to engage with our customers when face to face meetings are not an option. Not only have I gained more experience in my role, which in turn has enabled me to be engage with our clients and be there for them when most needed, but everyone here has supported me to enable me to pass 2 Industry exams since January. Thank you Platinum!

J

John O'Brien

From my initial call to the first Zoom meeting was very quick. Eeshan was brilliant at explaining options available and guiding me on the right path, very pleasant and informative with great advice and information. Would highly recommend.

R

Rebecca Stevens

Eeshan Gupta of Platinum IFS reviewed my pension situation as I feared that by now, my mid-forties, I might not have done enough to enable me to retire at a reasonable age. Eeshan provided me with clarity about my current situation, which was better than I expected. Plus he gave me advice about what I needed to do to make it more comfortable and feasible to go traveling etc. once I've retired, or even give myself the option of retiring early. It’s great and reassuring to now have a plan. I feel I have gained an understanding in a way I just did not have before from other IFAs.

P

Phil Mason

I carried out a lot of research when looking for a Financial Adviser to manage my pension arrangements and Platinum IFS consistently stood out as a well-established, professional, trustworthy and competent organisation. From the first meeting with Eeshan (Gupta) I knew I had made the right choice. Aside from his calm, friendly and professional manner, and his undoubted vast knowledge of the field, complex information is communicated in an uncomplicated form with Eeshan constantly checking to make sure it has been absorbed and understood. All available options are presented and explored without bias, which makes you comfortable that you are working in a true partnership with him. I have absolute confidence in Platinum and have no hesitation in highly recommending their services.

Top 10 companies in Financial planner category

Close