1. Investments

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  2. Type of Advice

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  3. SRI Ethical Investing

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  4. Service Charges Contact Form

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Welcome to Platinum (SRI) Financial Services Limited

Socially Responsible Investments

Independent Financial Advice

Introduction

I have a small group of clients to whom I offer bespoke investment solutions whether the assets are held in Pension, ISA or general portfolios, new clients are welcome to arrange an initial meeting, free of charge, to discuss the service offered and how it may be suitable for you. Some clients, about half, benefit from my years of experience constructing ethical and/or socially responsible investment portfolios, I am a member of UKSIF and the EIA (UK Sustainable Investment and Finance Association and Ethical Investment Association). My client bank has grown over several decades via referrals and recommendations and I now have three generations of families that use my services. Most clients have been with me for many years and have benefitted from our long-term relationship based on investment return, trust and a transparent attitude to fees, charges and advice.

A founding principle that we should accept responsibility of our actions, which includes how we invest our hard earned funds, has served both parties well.

If a brand is defined by its ability to deliver on its promises then I believe I have a strong brand.

The advice provided is called “Independent Financial Advice” as investment recommendations are taken from the whole of the market and include Unit Trusts, Investment Trusts, Open Ended Investment Complanies (Oeics) Exchange Traded Funds, Venture Capital Trusts and Enterprise Investment Schemes, these are collective investment funds known as Retail Investment Products, (RIP's) My qualifications include a level 4 diploma in Regulated Financial Planning and I hold a Statement of Professional Standing issued by the Chartered Institute of Insurance. Most of my clients hold their investments on an administration platform called "Transact" which is regularly voted to be one of the best by clients and advisers alike but it may not be the cheapest, currently Transact will charge 0.5% of funds under administration, see the link on my investment page for a demonstration. I complete due diligence annually and a report is available on request.

For further information please complete the details on the contact page and we can arrange an initial meeting free of charge to effect an introduction for both parties.

"The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk."

Platinum (SRI) Financial Services Limited Company Number 6445708. Financial Services Register Number 710768.
Head Office Address 6 Church Croft, Hollins, Bury BL9 8JD Tel. 0161 796 0333 Mobile 07976 309856 Ray@platinumsri.co.uk

Socially Responsible Investments. Ethical investment advice. Climate change and energy efficiency. Sustainable consumption. Philanthropic. 

Independent and whole of market financial advice. Financial planning advice. Bespoke portfolio construction.

Investment strategy planning. Free initial meeting. RDR Retail investment products, RIP's Pension.s ISA's and investment portfolios.

The Financial Conduct Authority does not regulate Venture Capital Trusts, Exchange Traded Funds and Enterprise Investment Schemes.

The guidance and/or information contained in this website is subject to UK regulatory regime and is therefore restricted to customers based in the UK.