Platinum Advice

Platinum Advice Ltd is an independent financial adviser firm based in Wetherby, offering expert, impartial financial advice to residents in York, Harrogate, Leeds, Ripon, Thirsk, and throughout North Yorkshire. Our team of highly qualified advisers provides unbiased advice on pensions, mortgages, financial protection, and investments to individuals, families, and businesses.

Our History

Our company has grown organically from personal recommendations and referrals, built on trust and professionalism. With over 30 years of combined experience, we pride ourselves on our independence, ensuring our clients receive truly unbiased, no-nonsense advice. We have a small, friendly, and reliable team that listens to your financial objectives, offering clear, affordable solutions tailored to your needs.

Our Approach

At Platinum Advice, we listen to you and develop a long-term relationship. We understand your needs, objectives, and always put you, the client, first. As a fully qualified and experienced Financial Adviser firm, we have access to research tools, allowing us to research, compare, and select the most appropriate products from the entire market to match your needs. Our initial appointment is free, allowing us to understand how you wish to proceed in the future.

Our Services

We offer a range of services, including:

Investment Advice

We provide an array of investment products, with a huge variety of fund choices to match your aims and objectives. As an independent firm, you can be assured of truly unbiased advice that is right for you.

Pension Advice

We offer affordable retirement solutions, from setting up a pension to monitoring and reviewing your funds regularly, finally accessing your retirement benefits when needed. We can help you decide on which pension options will work best for you.

Mortgage Advice

We offer independent mortgage advice, searching the whole market to find the best deal for you. Whether you're a first-time buyer, looking for a better deal, or moving home, our qualified advisers will endeavour to find you the right deal.

Protection

We provide expert advice on financial protection, ensuring you and your loved ones are protected against life's uncertainties.

Why Choose Us?

We like to keep it simple. We listen to your financial objectives and offer clear, no-nonsense solutions at an affordable, transparent cost. Our advisers have grown the business through personal recommendations from long-standing client relationships built on trust and professionalism.