Business Details
Trusted Mortgage & Financial Advisers in Chippenham
At Platinum Financial Solutions, we pride ourselves on delivering tailored financial solutions rooted in integrity and expertise. With access to over 3,000 mortgage products from 54+ lenders, we specialise in finding bespoke mortgage, financial planning, and insurance solutions for our clients. Our commitment to understanding individual needs has earned us over 3,500 satisfied customers, with 95% of our business stemming from referrals.We prioritise transparency, offering clear advice and stress-free processes while adhering to the highest regulatory standards under the Financial Conduct Authority. Our team combines personal care with professional excellence, ensuring clients receive second-to-none service and value for money.
Services
Buy to Let Mortgages
Residential Mortgages
Equity Release
Financial Planning
Investments
Retirement Advice
Cash Flow Modelling
Life Insurance
Critical Illness Insurance
Income Protection Insurance
Highlights and features
- We offer access to over 3,000 mortgage products from 54+ lenders.
- Our team holds extensive FCA-regulated advisory expertise.
- 95% of our new business comes from client referrals.
- We provide personalised financial planning with cash flow modelling.
- We guarantee transparent communication and no hidden fees.
What people say
Excellent service
Patient and understanding
Good mortgage at lower rate
Support and prayers
Clear explanations
Services
Buy to Let Mortgages
We specialise in buy-to-let mortgages for property investors. Our FCA-regulated advisers help landlords secure competitive rates and portfolio financing. Clients benefit from tailored solutions and market expertise.
Financial Planning
Our financial planning covers retirement strategies, investment portfolios, and cash flow modelling. We create custom plans aligned with long-term goals, ensuring tax efficiency and financial security.
Critical Illness Insurance
We offer critical illness insurance policies protecting against major health events. Policies cover conditions like cancer and heart disease, providing financial security during recovery periods.
Equity Release
Our equity release schemes allow homeowners to access property wealth. We provide lifetime mortgages and legal advice to ensure suitable, regulated solutions for retirement funding.
Residential Mortgages
We arrange residential mortgages for first-time buyers and home movers. With access to 54+ lenders, we secure competitive rates and flexible terms for primary residence purchases.
People
Stuart Gilbert
Mortgage Advisor
Stuart is an FCA-registered mortgage advisor with extensive market knowledge. He specialises in complex mortgage solutions and has helped over 3,500 clients achieve property goals.
Sue Wootton
Mortgage Advisor
Sue provides expert mortgage advice, focusing on client needs and market trends. Her approach combines regulatory compliance with personalised financial guidance.
Becky May
Mortgage Advisor
Becky specialises in residential and buy-to-let mortgages. She ensures clients receive clear advice and support throughout the property purchasing process.
Karen Taylor
Administrator
Karen manages client communications and documentation. Her organisational skills ensure smooth processing of mortgage and insurance applications.
Questions
What mortgage types do you offer?
We provide buy-to-let, residential, equity release, and specialist mortgages tailored to individual needs.
How does your financial planning process work?
We conduct detailed consultations to understand goals, then create custom investment and retirement plans.
Do you offer insurance advice?
Yes, we provide life, critical illness, income protection, and property insurance solutions.
What makes you different from other advisers?
We combine access to 3,000+ products with personal service and 95% client referral satisfaction.
