Business Details
Your Trusted Mortgage & Financial Advisers in Beckenham
At Platinum Financial Solutions, we pride ourselves on delivering tailored financial solutions rooted in integrity and client-centric values. 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 approach prioritises understanding individual circumstances, ensuring clients receive advice aligned with their unique goals. Backed by 2plan Wealth Management, an FCA-authorised firm, we combine the strength of a national network with a personal touch. Our success is reflected in over 3,500 satisfied clients, with 95% of new business stemming from referrals.We are committed to transparency, ethical practices, and long-term relationships, ensuring clients feel supported throughout their financial journey. Our team of experienced mortgage advisors and financial planners works diligently to simplify complex processes, offering clarity and confidence in every decision. Whether you're a first-time buyer, a property investor, or planning for retirement, we provide expert guidance designed to secure your financial future.
Services
Buy to Let Mortgages
Residential Mortgages
Equity Release
Financial Planning
Investments
Retirement Advice
Cash Flow Modelling
Insurance
Critical Illness Insurance
Life Insurance
Highlights and features
- We have over 3,500 satisfied clients across the UK
- 95% of our business comes from client referrals
- Access to 3,000+ mortgage products from 54+ lenders
- Personalised financial solutions tailored to your needs
- Regulated by the Financial Conduct Authority (FCA)
Associations and certifications
- Financial Conduct Authority
What people say
Patient and understanding
Good mortgage at lower rate
Excellent service
Support and prayers
Took time to explain
Services
Buy to Let Mortgages
We specialise in Buy to Let Mortgages for property investors seeking competitive rates and flexible terms. Our advisors help landlords navigate portfolio management, tax implications, and rental yield optimisation. With access to exclusive market products, we ensure tailored solutions for both novice and experienced investors.
Residential Mortgages
Our Residential Mortgage service caters to first-time buyers and home movers, offering competitive rates across 3,000+ products. We simplify the application process, provide affordability assessments, and guide clients through Help to Buy schemes and remortgaging options to secure their ideal home.
Equity Release
Equity Release solutions enable homeowners over 55 to access property wealth without relocating. We offer impartial advice on lifetime mortgages and home reversion plans, ensuring clients understand tax implications and inheritance impacts while securing financial freedom.
Financial Planning
Our Financial Planning service creates long-term strategies for retirement, tax efficiency, and wealth preservation. Using cash flow modelling, we assess clients' financial situations to develop investment portfolios, pension plans, and risk management solutions aligned with their life goals.
Critical Illness Insurance
Critical Illness Insurance provides financial security against life-altering diagnoses. We offer policies covering conditions like cancer and heart disease, ensuring clients receive lump-sum payouts to manage medical expenses or income loss while prioritising policy flexibility and comprehensive coverage.
People
Stuart Gilbert
Mortgage Advisor
Stuart Gilbert, an FCA-registered mortgage advisor with 2plan Wealth Management, brings extensive market knowledge to Platinum Financial Solutions. He specialises in complex mortgage cases and portfolio management, ensuring clients receive expert guidance tailored to their property investment goals.
Sue Wootton
Mortgage Advisor
Sue Wootton offers expertise in residential mortgages and first-time buyer schemes. With a focus on client education, she simplifies mortgage processes while maintaining high service standards for customers in the South East region.
Becky May
Mortgage Advisor
Becky May specialises in remortgaging and equity release solutions. Her approach combines thorough affordability assessments with market insights to help clients optimise their property investments in the South East.
Karen Taylor
Administrator
Karen Taylor manages client documentation and support processes, ensuring efficient service delivery. Her organisational skills contribute to the firm's reputation for timely, accurate mortgage and financial planning administration.
Questions
What mortgage types do you offer?
We provide Buy to Let, Residential, Equity Release, Help to Buy, and Remortgage solutions, with access to over 3,000 products from 54+ lenders.
How do you find competitive mortgage rates?
Our access to exclusive market products and relationships with 54+ lenders enables us to secure competitive rates tailored to individual circumstances.
What insurance policies do you advise on?
We offer Life, Critical Illness, Serious Illness, Income Protection, and Property Insurance solutions with no pressure to purchase.
Are you regulated by the FCA?
Yes, we operate as an appointed representative of 2plan Wealth Management, which is authorised and regulated by the Financial Conduct Authority.
How can I make a complaint?
Contact us directly via post, email, or phone. If unresolved, you may refer complaints to the Financial Ombudsman Service.
Do you serve clients nationwide?
While based in Beckenham and Chippenham, we provide services to clients across the UK through remote consultations and local market expertise.
Reviews (4)
Casi London
Dec 06, 2020
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Positive:Professionalism,Quality,Responsiveness
Excellent customer service. Efficient, friendly, knowledgeable and easy to contact. Becky was exceptionally helpful and knowledgeable with the purchase of a buy to let and remortgage of my home. Would definitely recommend and use again in the future.
Excellent customer service. Efficient, friendly, knowledgeable and easy to contact. Becky was exceptionally helpful and knowledgeable with the purchase of a buy to let and remortgage of my home. Would definitely recommend and use again in the future.
Hunte
Nov 06, 2018
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Excellent and professional service provided by Platinum Mortgages staff who are dedicated in tailoring products to your individual needs and I fully recommend their range of competitve services.
Jen Firth
Jul 18, 2018
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We sought out advise from Platinum Mottgage Solutions upon recommendation, and now having been through the process with Stuart, we would not hesitate to pass on recommendation. Stuart and team handled our mortgage questions efficiently and quickly. We only met with Stuart a few times but every time he saw to us quickly and was thorough with any explanations to questions we had. He was brilliant! and very personable. He helped us with our mortgage as well as additional services, including life insurance. If you are new to all things house buying related and would like someone you feel trustworthy
Jacqui Marola
Sep 23, 2011
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Great professional service by stuart and his team at Platinum not only did they take all the hassle out of getting us a new mortgage but they also got us the best deal.We hardly had any paper work which was such a relief and i wouldn't hesitate in recommending Platinum to any of my friends. I will definitely be using them again.
