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Reviews ( 71 )
Amanda Cromie
2024.09.02
Thank you Amanda for your 5 star rating!
Mark Wilson
2024.07.16
Myself and Joanne recently had our annual review with Trevor Johnston in relation to our retirement investments. Trevor is very knowledgeable and explains things in a way you can understand and very much puts you at ease. Overall it was positive experience and we are very happy that he is advising us with our investments.
Thank you so much for your five star review.
We're delighted to hear that you and Joanne had a positive experience during your annual review with Trevor Johnston. It's wonderful to know that Trevor's expertise and clear explanations made you feel at ease and confident in your retirement investment decisions.
We truly value your trust and are committed to providing the best possible advice and service.
If you have any further questions or need assistance at any time, please don't hesitate to reach out.
Louis Hawthorne
2024.07.03
Very informative, answered all our questions and made us aware of the importance of Probate.
Thank you so much for your kind words!
We're delighted to hear that you found our information helpful and that we could answer all your questions. We're here to help.
Thanks again.
Nigel chapman
2024.07.02
Met with Johanna who was extremely knowledgeable and helpful in assisting our understanding of pension options. Johanna was professional and her explanations were clear and enabled me to decide on an option with which I am very happy. She was friendly throughout and made my wife and I very comfortable with any questions we had. Thank you for this.
Thank you so much for your kind words and positive review!
We are thrilled to hear that your experience with Johanna was both informative and pleasant. It's wonderful to know that she was able to provide clear explanations and assist you in choosing a pension option that you are happy with.
We strive to ensure that all our clients feel comfortable and confident in their decisions, and Johanna's professionalism and friendliness are key to achieving this. Your feedback is greatly appreciated and will be shared with Johanna.
Thank you once again. If you have any further questions or need additional help in the future, please don't hesitate to reach out.
Joe Mc Grenaghan
2024.07.01
Very professional, friendly and useful advice
Thank you so much for your kind words and for taking the time to leave a review.
We are thrilled to hear that you found our service to be professional, friendly, and helpful. Our team strives to provide the best experience for our clients, and it’s rewarding to know that we have met your expectations.
If you have any further questions or need additional help, please don't hesitate to reach out.
maureen geoghegan
2024.06.21
I contacted Will about my retirement. I requested financial advice. Retirement is a difficult decision to make, and I have to say Will made this decision to understand financially.
The clarification of my situation was explained very well.
Will is easy to listen to, and I would recommend him to anyone for advice on retirement
Thank you so much for your kind words and for taking the time to share your experience, Maureen.
I'm delighted to hear that Philip was able to provide you with clear and helpful financial advice regarding your retirement. We understand how challenging and important these decisions can be, and I'm glad we could assist in making the process easier for you.
Your recommendation means a lot to us, and Philip is always here to help if you or anyone you know needs further advice on retirement or any other financial matters.
Thanks again.
health Magill
2024.06.19
I was still unclear about my retirement options but Philip explained everything to me so clearly. Philip was also very happy to walk me thought the various option scenarios I had been considering. I would thoroughly recommend a consultation with Philip at the Platinum Group to my colleagues.
Thank you so much for your kind words and for taking the time to share your experience with us.
We're thrilled to hear that Philip was able to clarify your retirement options and guide you through the various scenarios you were considering.
Providing clear explanations and personalised advice is something we strive for at Platinum, and we're delighted that Philip could assist you effectively.
Your recommendation means a lot to us, and we appreciate your trust and confidence.
If you have any further questions or need help in the future, please don't hesitate to reach out.
Zillah Horner
2024.06.11
Thank you Zillah for your 5 star rating!
Gillian McDougall
2024.06.08
Philip was extremely helpful guiding me with advice re future retirement. He was clear in his advice.
Thank you so much for your review Gillian!
We're delighted to hear that Philip was able to provide you with clear and helpful advice regarding your future retirement. Our team takes great pride in ensuring that our clients feel supported and well-informed.
If you have any more questions or need further assistance, please don't hesitate to reach out.
Thanks again.
Sharon Stewart
2024.05.29
I was planning my retirement and wanted some financial advice. I took the retirement webinar and found it really helpful and signed up for further advice. I was so blessed to meet Johanna. She is a complete professional who really knows her stuff. She helped me assess my personal situation, used vocabulary I could understand and gave me sound advice. At no time did I feel pressurised to have to do anything I didn't want to. Johanna was so patient, explaining everything as often I needed it and never once made me feel silly for asking yet more questions. She even went over and above helping me to decode the language in my retirement application form. Johanna gave me the help I needed with such a positive manner I had no worries about recommending her services to a friend.
Thank you so much for your wonderful review, Sharon! We're thrilled to hear that you found the retirement webinar helpful and that you had such a positive experience with Johanna.
We take pride in our team's professionalism and dedication to providing clear, understandable advice tailored to each individual's needs. It's great to know that Johanna was able to make the process smooth and pressure-free for you, addressing all your questions with patience and clarity.
Your recommendation means a lot to us, and we're delighted to have been a part of your retirement planning journey. If you ever need any more help, please don't hesitate to reach out.
Thank you again for your kind words!
Rhiannon Jones
2024.05.29
I have returned to Platinum for years now. Johanna is always professional and provides a friendly and efficient service. She has been so helpful throughout the process of getting a new mortgage.
Thank you so much for your positive review, Rhiannon, and for being a loyal client of Platinum!
We're thrilled to hear that Johanna has consistently provided you with professional, friendly, and efficient service. It's wonderful to know she has been so helpful in assisting you with your new mortgage.
We look forward to continuing to support you in the future. If there's anything else we can do for you in the meantime, please don't hesitate to reach out.
Thanks again.
Claire McGrogan
2024.05.29
Thanks to Johanna for all her help & advice. This was very worthwhile meeting!
Thank you so much for your kind words, Claire!
We are thrilled to hear that you found your meeting worthwhile, and that Johanna was able to provide you with helpful advice.
We strive to provide personalised and valuable advice to all our clients, and it's wonderful to know that Johanna's guidance made a difference for you.
If you have any further questions or need assistance in the future, please don't hesitate to reach out.
Thanks again.
charlene morrison
2024.05.25
I received excellent advice from Trevor Johnston regarding planning for my retirement. Trevor was extremely knowledgeable and provided detailed pension projections based on a number of different scenarios. Overall I had a very positive experience and am very thankful for his help and advice.
Thank you, Charlene, for sharing your positive experience.
We're thrilled to hear that you received excellent advice regarding your retirement planning.
Trevor's knowledge and ability to provide detailed pension projections across various scenarios are key aspects of the personalised service we strive to offer.
Your positive feedback is greatly appreciated. Should you need further assistance or have any more questions in the future, please feel free to reach out. It was a pleasure to assist you, and we look forward to continuing to support your financial planning needs.
Thanks again.
dawn CLUGSTON
2024.05.24
I had a meeting with Will and I have gone from knowing nothing about my pensions to now having a full understanding of my entitlements. Will's explanation of how pensions work was done in such a way that I was able to follow and grasp all that he was pointing out and I left the meeting feeling very positive. Will has a very friendly manner along with an extensive knowledge of financial matters, he not only put me at ease but ensured that I fully understood everything before I left the meeting. I thoroughly recommend Will to anyone who needs financial advice, no matter how small. Thank you, Will, it was a great pleasure to meet with you
Thank you so much Dawn for your kind words and for taking the time to leave such a positive review.
We're delighted to hear that your meeting with Will was both informative and enjoyable. Will takes great pride in ensuring his clients fully understand their financial situations and options, and it's wonderful to know he succeeded in doing so for you.
Your recommendation means a lot to us and is a great reminder of why we do what we do. If you have any further questions or need help in the future, please don't hesitate to reach out. It was a pleasure assisting you, and we're thrilled to have made a positive impact on your financial journey.
Thanks again.
Honor McCracken
2024.05.20
Thank you for all your help and very sensible advice. We have confidence in your ability to guide us .
Thank you so much for your kind words, Honor!
I'm delighted to hear that Trevor's advice has been helpful to you. Your confidence in his ability to guide you is greatly appreciated. I'll be sure to pass on your lovely feedback.
Thanks again.
Angela McLoughlin
2024.04.18
Thank you Angela for the 5 star rating!
Jacqui Magennis
2024.04.06
Excellent advice and support helped me confirm and progress my retirement planning. Couldn’t have done it without them.
Thank you so much Jacqui for taking the time to share your experience with us!
We are thrilled to hear that our advice and support have helped confirm and progress your retirement planning.
It's incredibly rewarding for us to know that we've played a part in helping you navigate such an important phase of your life.
Thanks again.
Sean Mutphy
2024.03.26
I couldn't recommend Platinum Financial Planning highly enough. From our first contact with Kerry who was helpful, accommodating, supportive and knowledgeable. I found Kerry to be welcoming and took a great deal of trouble to prepare us ahead of our face-to-face appointment from the moment we made the initial, tentative phone-call. Johanna was insightful, well prepared and genuinely interested in our situation. She was extremely well-informed and took the time to explore various scenarios of our particular financial situation. I felt that we could trust Johanna and that the information we received prepared us for all and any eventualities. We left PFP much more confident and well informed about our future - thank you Kerry and Johanna.
Thank you so much for your glowing review of Platinum Financial Planning, Sean!
We’re thrilled to hear that both Kerry and Johanna made such a positive impact on your experience with us.
We’re delighted that Kerry ensured your needs were met with the utmost care and attention from the moment you both entered our office.
And Johanna, your kind words about her insight, preparation, and genuine interest in your situation mean a great deal to her and our entire team.
Your trust in Johanna and our team is invaluable to us, and we're honoured to have been able to equip you with the tools and insights you need.
Should you have any further questions or need assistance in the future, please don't hesitate to reach out.
roy mckane
2024.03.26
Ample time given to us to explore options and come to the best solutions for our financial requirements.
Thank you for your positive feedback, Roy!
We're thrilled that you felt we provided ample time to explore and deliver the best financial solutions for you.
Thanks again.
Andrea Berry
2024.03.21
I am a teacher and intend to retire at the end of this academic year. I was able to book a free consultation with Platinum Financial Planning through my UTU membership. Johanna had previously helped a close friend and colleague of mine to sort out the details for her retirement, so she came highly recommended to me. I was immediately put at ease by Johanna. She had a lovely manner and obviously knew what she was about. I had no idea what to do about my retirement benefits but Johanna crunched a lot of numbers and was able to tell me what all of my options were. She gave me sound advice, which I really appreciated and I came away feeling more confident about my future financial situation. My TP4 Retirement Form has now been completed and given to my Principal. I am now looking forward to a long and happy retirement! Johanna was amazing and I would highly recommend her to anyone who needs financial advice.
Thank you so much for taking the time to share your positive experience with us! We're thrilled to hear that you found our consultation valuable and that Johanna was able to provide you with the guidance you needed for your retirement planning.
It's wonderful to hear that you felt at ease with Johanna and that she was able to explain your retirement benefits clearly, leaving you feeling more confident about your financial future. We understand that navigating retirement options can be overwhelming, so we're glad to have provided you with sound advice to help ease your transition into retirement.
We appreciate your recommendation and are grateful for the opportunity to assist you in preparing for this chapter of your life.
If you ever have any further questions, please don't hesitate to reach out.
Thanks again.