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Platinum Financial Planning Ltd., established in 2004, is a team of independent financial advisers (IFA’s) and wealth managers, offering advice to a broad range of mid to high net worth individuals, companies, trustees, directors and staff.

Platinum have formed an exclusive relationship with the Ulster Teachers Union (UTU) and the Irish National Teachers Organisation (INTO), and now employ an adviser that works with teachers and retired teachers exclusively. From Investments, to protection, and from Pre-Retirement Planning to Inheritance Tax, Platinum Financial is able to offer specialist advice in each of these areas, provided by a team of qualified and professional consultants.

In present times, as the public move away from the restricted advice of their banks, they are turning to financial advisers that can offer a more inclusive range of services. It is daunting trying to select an adviser, and, quite often, we rely on recommendation. At Platinum Financial we believe that our local affiliates do this for us by associating their brand with ours, and recommending our services to their own clients.

It is this ethos that has forged the relationship with the Retired Teachers Association Northern Ireland (RTANI) and Platinum Financial.

Authorised and regulated by the Financial Conduct Authority and committed to the highest levels of customer advice, service and technical support, we recognise our responsibility to the independent sector and believe that this route will stand the test of time. To us, it is clear that by offering a whole range of market choice, we can supply our consumers with the very best, and unbiased, financial advice.


As a member of the Retired Teachers Association, please feel free to get in touch with us today to avail of your complimentary and obligation-free consultation. This is an excellent opportunity to speak with our teachers’ specialist and review your current financial situation.


Ring us on 02890655305


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Call in personally to:
Platinum Financial Planning Ltd
157 Upper Newtownards Road,