Michael Platt

For some, finance is in their blood, and this is very true with Michael. Michael worked alongside his father in finance for the last 30 years before taking over the business in 2019. For Michael, it's the reward of helping people and seeing the genuine difference the business makes to so many lives which drives him. The business's ethos is to deliver advice that will positively change financial circumstances in all life stages. When not managing the business, Michael enjoys travelling and spending time with his family.

About

I oversee all three offices to ensure the smooth running of the Platt Partnership Ltd.

We have specialists within our team to help you with all of your Financial Services Needs.

We pride ourselves on offering bespoke Financial Planning Solutions tailored to your individual needs and have specialist in our team to help you with the following:

  • Planning for Retirement
  • Investing for Income
  • Inheritance Tax Planning
  • Protection against premature illness or death.
  • Mortgage and Lending.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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 www.sjp.co.uk/products. 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 11969870. Registered Office: 2 Shore Road, Ainsdale, Southport, Merseyside, PR8 2RB.