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Welcome....

Mission Statement

Platinum (SRI) Financial Services aim to provide Individuals, Corporate Clients, Charities and Pension Fund Managers with an Ethical or Socially Responsible Investment Portfolio. We will audit existing investments as well as constructing new portfolios to match your investment objectives whatever the size of the fund or investment. For Private Clients I have included alternative asset classes such as FINE WINES, FILM and THEATRE

You will also see that I work for people and organisations to obtain sponsorship funding such as the Salford Film Festival. Currently I am happy to be supporting Lamin Deen and his journey to Gold in 2014 winter olympics Two Man Bobsleigh Team GB as the driver. To arrange a meeting please contact me via email or telephone. I look forward to hearing from you.

We are members of the Ethical Investment Association and use the latest methods of screening to select the right collectives to invest in depending on your specific needs and objectives.

"SPECIAL OFFER" for National Ethical Investment Week and beyond into next year (2011) we are offering a full ethical screening of your existing investments with the findings reported back. Just email your contact details and we will be in touch. This year we have linked up with Bury Hospice to raise funds for their new extension and during NEIW ONE THIRD of all the income generated from this activity will be donated to the Hospice.

Historically we have seen The Brundtland Report in 1987, The Montreal Protocol, The Kyoto Protocol and The Stern Review all of which added to the demand for companies to adopt Green and Sustainable policies and indeed this action added to their profits as consumers demanded more accountability and awareness from CEO's and shareholders alike.

There has never been a better time to invest in Socially Responsible Funds.


 
Regulatory Statements

Authorised and Regulated by the Financial Services Authority.

Registered in England and Wales Company No. Company Registration Number.

Registered Office:
6 Church Croft, Hollins, Bury, Lancashire BL9 8JD

FSA Firm Number: 478064




The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FSA consumer website - The Money Advice Service - please click here

To verify our status with the FSA, click here and key in our FSA number: 478064


 
6 Church Croft, Hollins, Bury, Lancashire BL9 8JD
 
SRI and Ethical Investments in Manchester Socially Responsible Investments, Savings, Pensions, Charities, Portfolio Construction Individual Savings Accounts. Childrens Bonds. Mortgages and Commercial Loans