Financial planning for your life

The Platt Partnership Ltd offers a distinctive approach to clients and their financial affairs. You get all the benefits of personal attention and years of experience, from an approachable, friendly team of financial advisers. We have offices in Mold, Southport and Lichfield.


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I was expecting a “hard sell” when I initially met Ken Platt. This was a misconception and he has since proved to be shrewd, trustworthy and an impeccable financial adviser. He and his team are now regarded as friends who can be approached with any problems. Without hesitation, I can recommend ...
Mr J. G. Williams

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

The Platt Partnership Ltd is registered in England and Wales, Number 07818526. Registered Office: 2 Shore Road, Ainsdale, Southport, Merseyside, PR8 2RB.