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Platinum Financial Services
Platinum Financial Services is an Independent Financial Adviser firm founded in 1999 in Northwich, England. They offer financial planning and investment...
Platinum Financial Services
Platinum Financial Services is an Independent Financial Adviser firm founded in 1999 in Northwich, England. They offer financial planning and investment management services across various sectors. Their services include retirement planning, investment management, wills and estates planning, life assurance, and mortgage advice.
General information
Firm type
Bank / Wealth / Trust
Year founded
2007
AUM
Undisclosed
Location
Region
Asia
Country
Hong Kong
City
Hong Kong
Corporate office
15/F, Skyway Centre, 23 Queen’s Road West, Sheung Wan, Hong Kong
Additional offices
Shanghai, China
Sector focus
Frequently asked questions
What regulatory authorization does Platinum Financial Services hold?
The firm is authorized by the Insurance Authority of Hong Kong. Its public disclosures do not reference SFC licensing for securities dealing or asset management, so its investment-related advisory scope is likely limited to insurance-linked products unless additional registrations exist.
Does Platinum Financial Services manage discretionary portfolios or operate as a broker?
The firm’s website describes advisory and planning services rather than discretionary management. Corporate services include implementing group pensions, MPF schemes, and employee benefits — functions consistent with an insurance broker and corporate-benefits consultant rather than a discretionary asset manager.
Which client segments does Platinum Financial Services serve?
Platinum targets individuals needing life, health, critical-illness, retirement, and mortgage-related planning, alongside corporate clients requiring group benefits and pension administration. Its Shanghai branch suggests a focus on families and enterprises with cross-border Hong Kong–China needs.
Does Platinum Financial Services have registered investment advisors on staff?
No named professionals appear on the firm's website or in public filings. The 'our team' page lists generic titles — CEO, Executive Director, Account Manager — without attributing names, qualifications, or SFC/IA license numbers.
What is the firm's geographic footprint?
Platinum's head office is at 15/F Skyway Centre on Queen’s Road West in Sheung Wan, Hong Kong. It also operates a branch office on Tianping Road in Shanghai's Xuhui District, extending its reach to mainland China clients.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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