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

Reviews

1. Sophy Purnell ★★★★★

   We've been with Platinum now for a few years and Eeshan Gupta is our financial advisor for our private pension. He's been absolutely brilliant throughout the whole process and couldn't recommend him and Platinum enough. We love the personal approach where he visits our home for our annual reports, and he's very patient when it comes to any questions (however small or basic) we have.

   almost 7 months ago
2. Laura Monaghan ★★★★★

   I recently had the pleasure of meeting with Eeshan at Platinum ISF, and I couldn’t be more impressed! They provided incredibly thorough and insightful advice that really helped clarify our financial goals. The experience was professional, friendly, and tailored to our needs. I highly recommend Platinum to anyone looking for independent financial guidance.

   almost 7 months ago
3. Dave Buckley ★★★★★

   I was recommended Platinum by a friend and was delighted by the service I received. I was dealt with by Lisa Jackson who was quite wonderful. I was going through a difficult time and she was supportive, sensitive and guided me through the unfamiliar complexities to a satisfactory outcome. She really did go above and beyond and dealt with my daughter and I in such a way as to put us at our ease with her approach and obvious depth of knowledge. I can’t thank her enough.

   almost 7 months ago

1. sue harrison ★★★★★

   Lisa Jackson is so professional, knowledgeable and personable. She helped us every step of the way with our remortgage. Lisa went to great lengths to find us the best deal. She always made herself available to take out phone calls and answered emails promptly. She was flexible with meetings and was happy to have them face to face in person or via video. She constantly kept us updated. Nothing was too much trouble for Lisa in order to help us. It is not often nowadays that you come across a person that is so committed to her company and her clients. She is a true asset to her firm. We would not hesitate to recommend her services to our friends and family.

   almost 7 months ago
2. Andrew Barnes ★★★★★

   I’ve had a very positive experience consulting with Eeshan at Platinum. At our first meeting Eeshan took the time to understand my personal situation and goals in detail. He subsequently proposed a plan concerning pensions and retirement in clear, simple terms - making sure I understood at every step of the way. Throughout I had a sure sense that the aim of the advice was to find the best solutions for me. I would highly recommend Eeshan - and Platinum more generally - to anyone looking for solid, independent financial guidance. They combine professional expertise with a winning client-focused approach.

   almost 8 months ago
3. M T Bourke ★★★★★

   Lisa, at Platinum, greatly assisted our daughter and ourselves navigate the mortgage process, particularly during an uncertain time with regard to interest rate rises. Lisa advised, reassured and guided us through the process, which culminated in a successful purchase of a London property. We were delighted with Lisa’s common sense approach, valuable advice and quick response time to any queries we had. Nothing was ever too much trouble. We would, therefore, recommend Lisa, and Platinum, unreservedly to any one wishing to purchase a property. Many thanks, Lisa.

   almost 3 years ago

1. Ewa Croker ★★★★★

   Having had a rapid decline in health, I have had to stop work earlier than planned. I have been working with Eeshan on sorting out my pension and finances for the past 6 month. He is both helpful and responsive and has helped me navigate the minefield of options. He has arranged some fantastic deals for me. Best of all, having all my meetings with him at my home has been a bonus

   almost 3 years ago
2. Sean delaney ★★★★★

   Perfect! The company was extremely helpful from start to finish iin particualr my mortgage advisor Lisa Jackson. Can not recommend her and the company highly enough to anyone needing help with their house especiaaly as a first time buyer as i myself was. They go above and beyond checking in with you regularly and making sure you do not have any questions or anxieties towards getting your property. They try and get in place your mortgage and insurances which best suit your needs. Even after my process was complete Lisa was still checking in to make sure i was ok and everything went well. 10/10!

   almost 3 years ago
3. Chris Williams ★★★★★

   Great independent financial advisers. The pensions adviser Eeshan is very knowledgeable and clearly explained the various options for the workplace pensions. Pensions is a complex area to understand, but we feel very well informed now, for our specific pensions in place. Great service and we will be looking to use their services again in future.

   almost 3 years ago

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