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All enquiries are understood and individually referred to the best Adviser to suit your particular situation. Our triage specialists will be in contact within 48 hours to gather further essential information and to discuss your particular situation, before introducing you to the most appropriate adviser.

If you have been referred by a current client or referred to a specific Adviser, please let us know here

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Below are a list of topics you may want help with. Please tick the relevant boxes. If you prefer to type into the free text box below please do so

Investments

Retirement Planning

Tax Efficient Investing

Cashflow Forecasting

Mortgages and Lending

Protection

Corporate Services & Employee Benefits

Estate & Inheritance Tax Planning

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Contact Us - West Midlands Head Office

Initial consultations can be accommodated at either the client's offices or ours.

T: 01564 772 677
info@platinumwealthmgt.co.uk

Our Address

Platinum Wealth Management
1 Thimble Lane, 1678 High Street,
Knowle, Solihull, West Midlands,
B93 0LY

Contact Us - London Office

Initial consultations can be accommodated at either the client's office or ours.

T: 01564 772 677
info@platinumwealthmgt.co.uk

Our Address

Platinum Wealth Management
Broadwalk House
Southernhay West
London
W1 2TS

Any Financial Services complaints we are unable to resolve may be referred to the Financial Ombudsman Service.

For details of the Financial Ombudsman Service and how our advice and services are covered please click here: http://www.financial-ombudsman.org.uk