Financial planning for your life
Financial Advisers in Mold, Lichfield, and Southport
The Platt Partnership Ltd offers a distinctive approach to clients and their financial affairs. You get all the benefits of personal attention and years of experience, from an approachable, friendly team of financial advisers. We have offices in Mold, Southport and Lichfield.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
Cyber Essentials Certified Plus
Cyber Essentials is the UK Government standard for demonstrating good cyber security practices in which to protect client and company data. As a Plus certified business, we have passed an independent audit that validates the security our systems.
Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, products or services by us or St. James's Place. Please note that clicking a link will open the external website in a new window or tab.
Testimonials
SJP Approved 08/01/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
