PLATINUM FINANCIAL PLANNING - Key Persons
Job Titles:
- Chartered Financial Planner
- in 2021 As a Chartered Financial Planner
Alastair joined Platinum Financial Planning in 2021 as a Chartered Financial Planner following 9 years living in Aberdeen. During this time, Alastair obtained a degree in Finance (MA Hons) from the University of Aberdeen, before joining an award-winning Financial Planning firm, where he undertook further professional exams and subsequently achieved Chartered Status with the Personal Finance Society.
Alastair works closely with clients to create holistic financial plans focused on their individual goals and objectives. By taking care of the complex investment and financial planning decisions, Alastair provides clients with peace of mind and ensures they have the opportunity to enjoy a successful long term investment experience. This ultimately allows clients to focus on what really matters to them; enjoying their life and achieving their unique goals and objectives.
Outside of work, Alastair is a daily runner having completed his first marathon this year. He also enjoys hiking in the Mournes, socialising with family and friends, and satisfying his love of travel with as many trips abroad as possible.
Job Titles:
- Administrator
- Member of the Administration Team
Amy graduated from Liverpool Hope University in 2018 with a BA (Hons) in Media & Communications and from Ulster University in 2020 with Distinction MSc in Marketing.
Amy has several years of experience in the Financial Services industry prior to joining Platinum in 2021. Amy is keen to expand her financial knowledge within Platinum and is studying for her R0 exams.
Outside of work Amy enjoys walking her two dogs Binky and Cooper, traveling when possible, and attending music events.
Job Titles:
- Member of the Client Relationship & Marketing Team
- Receptionist
Amy joined Platinum in 2021 as the company's Receptionist. With a strong background in customer service within the Automotive and Hospitality industries, Amy is keen to expand her Financial Services knowledge.
Outside of work Amy enjoys spending time with family and friends and taking long walks with her Labrador, Poppy.
Job Titles:
- Operations Director
- in 2020 As the Operations Manager
Clare joined Platinum Financial Planning in 2020 as the Operations Manager, bringing over 25 years' experience in the Financial Services industry. Clare has a strong background in leadership development, performance improvement, strategic and operational planning, relationship management and compliance. She is passionate about colleague engagement and promoting talent development through learning and insight to achieve business excellence.
Co- founder and co-chair of Women in Banking and Finance for Belfast, Clare is invested in promoting an inclusive culture and takes a leading role in shaping the diversity agenda locally.
Married with 2 teenage boys, Clare enjoys spending her free time supporting her local school's rugby team and taking long walks on the beach with her dog, Baxter.
Job Titles:
- Member of the Administration Team
- Adminstrator
- in 2014 As an Administrator
Corrine joined Platinum in 2014 as an Administrator bringing over 20 years' experience in Financial Services. Corrine is a key member of the team providing administrative support for Platinum's corporate clients.
Corrine is an avid fisherwoman and loves to spend time out on the water in her boat. Corrine also enjoys returning to the Florida sunshine each year, where she previously lived for 10 years.
Job Titles:
- Member of the Paraplanning Team
- Paraplanner
Gemma brings a wealth of experience to the Platinum Financial Planning team having worked in Financial Services for 18 years. Gemma is an integral part of the Paraplanning team, assisting with the preparation of recommendations and providing technical analysis for clients. Having graduated with a BA (Hons) in Economics, Gemma went on to complete the Level 4 Diploma in Financial Planning.
Outside of work, Gemma enjoys spending time with her husband and two young children. She enjoys traveling, meals out with family and friends and keeping active through running.
Job Titles:
- Client Relationship Manager
- Member of the Client Relationship & Marketing Team
After graduating with a BA (Hons) in Business Studies, Jayne joined Platinum Financial Planning in 2016 and has successfully developed her role into Client Relationship & Business Development Executive. Jayne is passionate about ensuring each client's journey with Platinum is positive and memorable. Jayne plays a proactive role in overseeing the implementation of new, client focused initiatives. Jayne is also an active member of Women in Business NI and Women in Banking and Finance.
Outside of work Jayne enjoys experimenting with new recipes, long walks with her Cocker Spaniel, Marley and traveling to new places that are on her ‘destinations to visit' list!
Jonathan established Platinum Financial Planning in 2004 with the belief that the successful management of wealth takes an understanding of finance but is rooted in an even deeper understanding of people. Jonathan's main desire for Platinum is to operate a firm with absolute integrity, loyalty, and transparency at its very core. Since forming Platinum Financial Planning, Jonathan has taken Platinum from strength to strength, establishing the company as a key partner for a number of companies and organisations in the provision of advice to their members and employees. Jonathan's time is mainly spent managing the business and advising a number of key corporate and individual wealth management clients, an area of the business he has a strong passion for.
In his spare time Jonathan enjoys spending time with his wife and 3 young children. Captain of his local rugby club in his youth, Jonathan lends his support from the sidelines these days, and of course enjoys reminiscing with old teammates about how much harder it was when they played ‘back in the day'.
Job Titles:
- Member of the Paraplanning Team
- a Key Member
- Paraplanner
Julie joined Platinum Financial Planning as a key member of the administration team in 2020 bringing over 20 years' experience in Financial Services, previously working in one of the Big Four Accountancy practices for 16 years. Julie has been involved in the provision of high-quality technical work to business owners, employers, pension fund trustees, individuals and employees for over twenty years. Although she holds her Diploma in Financial Planning, Julie is always keen to further her technical knowledge and is currently studying for additional CII exams.
Outside of work, Julie is a busy mum of two and a keen member of the Scout Association. She has been involved in Scouting for many years, working as a volunteer warden on a local campsite as well as volunteer leader in a local troop.
Kelsie studied as an apprentice for 2 years, gaining the qualification of an Accounting Technician under Accounting Technicians Ireland. Kelsie joined Platinum Chartered Accountants in 2021, and is currently working to complete her Chartered Accountant exams under Chartered Accountants Ireland.
Outside of work, Kelsie volunteers as a Petty Officer at Belfast Eagle Sea Cadets, a youth organisation based on the traditions and values of the Royal Navy.
Job Titles:
- Administrator
- Member of the Administration Team
Michael joined Platinum Financial Planning in 2020 having worked in Financial Services for almost 6 years. Michael carries strong administration experience primarily in defined benefit pensions but plans to broaden his knowledge of financial services further.
Michael is a massive sports fan and loves to travel when he has the opportunity. A family man, Michael enjoys spending time with his wife and two young children.
Philip has over 20 years' experience in Financial Services, beginning his career with Abbey National in 1999. Philip then went on to build on his financial planning experience in London and Northern Ireland, before joining Platinum Financial Planning in 2017 as a Financial Adviser, specialising in retirement planning and wealth management. Since joining Platinum, Philip has been successfully establishing strong relationships with clients, drawing on his diverse range of experience to provide exceptional insight and advice.
Outside of work Philip loves spending time with his family. A keen sportsman, Philip enjoys spending his weekends golfing and helping with the management of a junior badminton club for children in his local area.
Job Titles:
- Mortgage & Protection Adviser
Rebecca joined Platinum Financial Planning in 2020 as a Mortgage and Protection Adviser and is a member of The Society of Mortgage Professionals. Further down the line Rebecca is keen to progress into a Financial Adviser position and is studying for further exams, supported by Platinum. Rebecca provides invaluable insight and financial education to our clients through the delivery of interactive workshops.
Outside of work Rebecca enjoys spending time socialising with her family and friends and keeping active, regularly being put through her paces in the gym with a personal trainer. Rebecca also has a love for travel and enjoys getting away on holiday when she can.
With over 15 years accountancy experience across a number of Northern Ireland's leading accountancy firms, and a fellow of the Institute of Chartered Accountants in Ireland, Richard has developed a reputation for delivering insightful, effective, and reliable advice to his clients. Having built a successful Chartered Accountancy Practice over the last decade, Richard has developed professional and trusted relationships with clients across a range of sectors, from small businesses to multi nationals. What Richard enjoys most is developing solutions to his clients most complex problems.
An amateur musician, Richard has proudly served on the Board of Thrive Audience Development and has a strong interest in lending his expertise to the developments of the local arts communities in Northern Ireland.
Job Titles:
- Chartered Financial Planner
Trevor joined Platinum Financial Planning in 2020 and brings a wealth of knowledge with almost 20 years' experience providing financial advice within the UK's leading banks. Trevor encompasses the very values Platinum was founded on - having qualified as a Chartered Financial Planner in recent years, he is continually developing his skill set and financial knowledge. Additionally, he was awarded the Fellow of the Personal Finance Society. Trevor builds long term relationships with his clients by understanding their individual needs, delivering comprehensive solutions, and providing on-going support throughout the different stages of their lives.
Trevor enjoys spending time with his wife and two children. Relaxing when he can, Trevor enjoys the odd round of golf and sea fishing on the North Coast of Ireland.
With almost 25 years' experience within Financial Services as both a Broker Consultant and an Independent Financial Adviser, Will joined Platinum Financial Planning in 2015 as a Financial Adviser. Specialising in retirement planning, personal wealth management and protection planning, Will has the perfect blend of knowledge and experience to provide clients with credible financial advice. Will is a member of the Personal Finance Society, Chartered Insurance Institute and London Institute of Banking and Finance and is currently working towards chartered status.
Will enjoys spending his spare time with his family and is an avid cook, spending most of his weekend experimenting with recipes and firing up his pizza oven.