Platt Morgan

The Platt Partnership Ltd is a firm of financial advisers that offers personalized attention and years of experience in managing wealth. Our approach is friendly and team-oriented, with offices located in Mold, Southport, and Lichfield. We aim to build long-term relationships with our clients, ensuring that their financial needs are met now and into the future.

What We Do

At The Platt Partnership Ltd, we offer a comprehensive range of services to help you build, grow, protect, and preserve wealth. We believe in providing high-quality advice on all aspects of wealth management, tailored to your unique goals and needs. Our focus is on building long-term relationships, working closely with you to achieve your financial aspirations.

Our services include:

1. Financial Planning - We work with you to create a bespoke financial plan that considers your current financial situation and future goals. Our plan considers factors such as retirement, tax planning, investment planning, and estate planning.

2. Investment Advice - Our team has a wealth of experience in all aspects of investment management, including portfolio management, stock selection, and investment research. We use a rigorous investment process to ensure that your portfolio is aligned with your goals and risk tolerance.

3. Retirement Planning - We help you plan for your retirement by assessing your current financial situation, pension arrangements, and future goals. Our retirement planning services include pension advice, annuity selection, and retirement income planning.

4. Tax Planning - We help you minimize your tax liability by providing advice on tax-efficient investments, estate planning, and inheritance tax.

5. Estate Planning - We work with you to ensure that your estate is structured in a way that maximizes its value and minimizes its tax liability. Our estate planning services include inheritance tax planning, trusts, and wills.

Our Approach

At The Platt Partnership Ltd, we believe that the key to successful wealth management is building long-term relationships based on trust and understanding. We take the time to get to know you and your financial goals, providing personalized advice that reflects your unique needs and circumstances.

Our team approach ensures that you receive the benefit of our collective expertise and experience. We work closely with you to develop a bespoke financial plan that considers all aspects of your wealth management needs.

Testimonials

"Tim has been supporting me with my pension arrangements for the past two years. He quickly established himself as a valuable and trusted advisor based on his innate ability to develop a detailed understanding not only of my current financial affairs but also my mid to long term motives and requirements. His advice has been invaluable in helping me plan for my future." - Previous Client

"We have both worked hard from a young age and amassed savings beyond our wildest dreams, however, we didn't have the knowledge to make our money work hard for us. When we first met Tim, he took us on a journey; how did we envisage our future, what did we want to do and how could we make our money work for us. Tim has been an excellent listener, always put our interests first and has provided invaluable advice, guidance and help to support our longer-term financial goals." - Stephen Reynolds

"I already knew Tim as a colleague from a previous company, but he was recommended to me by a friend who spoke very highly of him. Tim is an excellent listener, always puts my interests first, and has provided invaluable advice, guidance, and help to support my longer-term financial goals. I am delighted with the service he has provided." - Helen Williams