Paul Adams - The Platinum Partnership


44 Bathurst Walk, Iver, SL0

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Type of Adviser: Independent (What's this?)
Top 5 specialisms: Financial Planning - Personal, Investment Planning, Pensions, Residential Mortgage, Protection Arrangements
Qualifications: Certificate in Financial Planning and Lifetime Mortgages Activities, Mortgage Advice Qualification
Years as a regulated adviser: 16
Remuneration method: Either
FSA Registration Number: 459219 (Check this)

The Platinum Partnership is a firm of Independent Financial Advisers advising personal and corporate clients in all areas of financial planning.
We have been established for over 10 years and provide a first class service to our clients.

I joined CIS in 1996 and was able to advise clients on all areas of financial planning but as a tied agent on CIS' products only.

After leaving CIS I initially worked for a Will writing company and continue to advise clients in this area.

However in January 2006 I joined an established firm of Independent Financial Advisers able to offer a better service to clients as I now represent the market place when advising clients in areas such as Mortgages, Pensions, Protection and Investments.

In the initial meeting with a new client I always ensure that the client knows exactly how I work and what I can do for them before proceeding further. Additionally I establish exactly what the client's needs are before making any recommendations.

I am happy to meet clients at home or place of work at a time convenient to them. Alternatively clients can make an appointment and visit me at my office in Iver, Bucks (to the west of London!)

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