I Organise, You Rise

Premium, steadfast, and seamless support for busy professionals and businesses.

Platinum Consulting

About Me

I’m a proud mum to two amazing kids, including my youngest, who was diagnosed with Autism and ADHD. Alongside managing my own journey with Fibromyalgia, I’ve learned to navigate life with resilience and adaptability. These experiences have shaped my approach to providing organised, dependable, and compassionate support as a Virtual Assistant.

With over a decade of experience as a Financial Adviser, including running my own successful advisory business, I bring a wealth of expertise in financial organisation, strategic planning, and client-focused solutions. My background has equipped me with the skills to handle complex processes and deliver results with precision and care.

Alongside my passion for finance, I’ve cultivated extensive experience in administration and compliance, managing multiple businesses that encompass the wide range of services I now offer.

Platinum Consulting is a business built on years of expertise and dedication. I deliver services that are steadfast and reliable.

Services Offered

Financial Adviser Support

With extensive experience as a Financial Adviser, who better to help you with your business? I understand the jargon, I know the compliance requirements, and I make it possible for you to focus on what you do best – just advising!

- Suitability report writing

- Sales support

- Client outreach for reviews and referrals

- Capturing client information - fact finds and medical data

- Identifying opportunities for outward referrals from existing clients

Learn More

Administrative Support

At Platinum Consulting, I provide comprehensive virtual assistant services to help manage your daily tasks efficiently, allowing you to focus on your core business activities. I ensure that you receive the support needed to make sure you can be as productive as possible with little distraction.

Streamline your day-to-day tasks so you can focus on what matters most.

Diary Management
Inbox Support
Gift Sourcing
Travel Planning

Learn More

Platinum Consulting

Financial Adviser Support

With someone who has a lot of experience as a Financial Adviser, who better placed to help you with your business? I get the lingo and jargon, I understand the compliance requirements, I make it so that you can 'just' ADVISE!

Suitability Report Writing

Creating clear, compliant, and personalised suitability reports can be time-consuming. I handle the drafting and formatting, ensuring each report meets regulatory standards while clearly conveying your advice to clients. This frees up your time to focus on client interactions and strategic planning.

Sales support

I liaise with providers for pre-underwriting, post submission follow up, commission and proc fee chasing.

Nurturing Client Relationships and Referral Growth

Client retention and growth depend on maintaining strong relationships. I manage proactive client outreach, scheduling review meetings and tactfully requesting referrals to expand your client base. I ensure consistent, professional communication that enhances client loyalty and satisfaction.

Capturing client information

Accurate, comprehensive client information is essential for tailored financial advice. I handle the fact-finding process, gathering financial details and medical data with the utmost confidentiality and professionalism. This ensures you have the insights needed to provide relevant and compliant advice.

Administrative Support

Financial Adviser Support

I provide comprehensive virtual assistant services to help manage your daily tasks efficiently, allowing you to focus on your core business activities. From organising your calendar to sourcing thoughtful gifts, I ensure you receive the support you need to stay productive and focused.

Diary Management

Stay on top of your schedule with seamless appointment setting, calendar organisation, and proactive reminders to keep your day running smoothly.

Inbox Management

Reduce the stress of email overload. I manage your inbox by prioritising, sorting, and responding to emails so you can focus on more important tasks.

Gift Sourcing

Whether it’s for a client, colleague, or loved one, I’ll find personalised, thoughtful gifts that leave a lasting impression.

Travel Planning

From flights and accommodations to itineraries, I take the hassle out of travel planning so you can enjoy a stress-free journey.

Pricing / Packages

AD-Hoc or Retainer?

Decisions, Decisions!!

Ad-Hoc

£35 per hour

If you’re unsure of how much or how frequently you may need help, ad-hoc can be a great option. Being ad-hoc means I can’t guarantee you hours and would let you know availability on request of the hours.

*Billed (in advance) on request of time.

Retainer

£30 per hour - Min 5 hours per month

Having a retainer means you are booking and retaining my time each month. Whether you use it all or not, you are paying for the reassurance that I have availability for you, and receiving this security at a discounted rate!

*Billed (in advance) on 20th of each month for the month ahead.

Ready to reclaim your time? Get in touch to discuss how this package can transform your day-to-day.

I Organise, You Rise

Platinum Consulting

About Me

Services Offered

Financial Adviser Support

Administrative Support

Success is best when shared - Anonymous

Platinum Consulting

Financial Adviser Support

Financial Adviser Support

Financial Adviser Support

Administrative Support

Financial Adviser Support

Financial Adviser Support

"Behind every successful person is a substantial amount of well-organised work." – Anonymous

Pricing / Packages

AD-Hoc or Retainer?

Ad-Hoc

Retainer

What my clients say....

Frequently Asked Questions

My Blog

Contact Us

Drop us a line!

Platinum Consulting

I Organise, You Rise

Platinum Consulting

About Me

Services Offered

Financial Adviser Support

Administrative Support

Success is best when shared - Anonymous

Platinum Consulting

Financial Adviser Support

Financial Adviser Support

Financial Adviser Support

Administrative Support

Financial Adviser Support

Financial Adviser Support

"Behind every successful person is a substantial amount of well-organised work." – Anonymous

Pricing / Packages

AD-Hoc or Retainer?

Ad-Hoc

Retainer

What my clients say....

Frequently Asked Questions

My Blog

Contact Us

Drop us a line!

Platinum Consulting

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