As Managing Director, based at the Mold Office, I work closely with the Advisers and the processing team to ensure the service to all our Clients is thorough and professional.
I oversee all four 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.