Platinum IFS

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.

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.

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.

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.

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.