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Platinum Advice - IFA (Independent Financial Adviser & Mortgage Adviser, Harrogate)

  1. Harrogate
  2. North Yorkshire Finance
  3. Harrogate Finance

Reviews, get directions and contact details for Platinum Advice - IFA (Independent Financial Adviser & Mortgage Adviser, Harrogate)

Platinum Advice - IFA (Independent Financial Adviser & Mortgage Adviser, Harrogate)
"The team at Platinum IFS has many years’ experience providing practical financial planning advice to people, families and businesses in Sale and the surrounding areas.For over 21 years we have offered advice across a wide range of services including retirement planning, pensions and pension transfers, investments, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.At Platinum IFS, we pride ourselves on the friendly and approachable nature of our advisers and staff.."
Address: 1 Victoria Ave, Harrogate HG1 1EQ, UK
Phone: 01423 202178
State: North Yorkshire
City: Harrogate
Zip Code: HG1 1EQ

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
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.
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
Service was recommended to me by a friend, so I was expecting a job well done but I was still blown away by the high level of professionalism and personal touch from the team and mortgage advisor - Lisa. We were always in touch, everything was thorougly explained to me, every question and worry was taken care of. I fully enjoyed every meeting, always felt welcomed with a nice cuppa. House purchase successful .
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!
I needed somebody to help me analyse my existing pension arrangements, and Eeshan was recommended to me by another financial adviser who has done some work for me. I'm really happy with the advice he's given me. He took the time to make sure that everything was explained clearly and that I was happy with everything. Communication has been excellent throughout. Feeling like I made a good choice!
I have seen Eeshan a number of times now and I can't recommend highly enough. He is knowledgeable and was able to explain to me the intricacies of my pensions, which were way too complicated for me to fathom on my own. I look forward to receiving more advice in the near future.
Should of done a review ages ago but it's nearly a year since I've retired all thanks to Eeshan, I didn't think I could retire at 57, but Eeshan made it possible and I couldn't thank him more, my life has improved 10 folds, great advice and my future looks very bright, so if you want to retire and you are not to sure if you can, my advice is make a call to Platinum what have you got to loose best discussion I ever made, thanks Eeshan for your time and advice.
Had a appointment with James on Friday 13th January to discuss my pensions and other relevant information for my retirement he was very helpful and listened to what I have would highly recommend and left extremely happy
After having a few telephone and zoom meetings with different independent pension companies I had a meeting with Eeshan. It was the first meeting that I didn’t feel like I was speaking to a car salesman. After our meetings i felt a lot more informed and confident with the plans available. The staff at the office were also very friendly and welcoming. I will definitely be using them for future services.
I had a great first meeting with Eeshan Gupta at Platinum last week. He helped me with my Pension plan & understand it better in great detail. He had lots of patience and explained thoroughly my options that I could take without being under any pressure. I felt a lot clearer & happier about my future finance plans after our meeting.
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