Platinum Financial Planning is looking to expand its client base as part of its five-year growth strategy announced to tie in with its 20th anniversary this month.
The Belfast-based financial planner and wealth management firm's clients include major public sector organisations and trade unions. However, it said it was also seeing increased demand from businesses and private-sector individuals. It said business owners were increasingly interested in specialist advice relating to profit extraction, employee benefits and business protection, or following a business sale, with "enquiries in these areas jumping sharply in the last 18 months". It added that individual client enquiries were also increasing in pensions, investment, and estate plannin...
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