Financial Services

Our services are available to Expats and locals living and working in Hong Kong and Shanghai.

Platinum brings Clients, Products & Solutions together to provide a strong foundation and a continuous platform for all their Financial Service requirements. We do all of this for our clients and their families. Our Principals have over 100 years of combined experience across global markets. These include UK & Offshore Financial Services, Local and International Estate Agency, International Mortgage arrangement, Insurance Broking as well as Trust creation and Asset protection.

Taking standards to a new level Platinum Financial Services ensures that all business conducted by its Representative Offices conforms to Hong Kong equivalent standards. This is done on a voluntary basis and is just one example of how we differentiate ourselves from the crowd. Having strict internal regulatory and compliance regimes in place gives our clients the peace of mind that they deserve and gives them the necessary assurance that both they and their assets are safe and secure.

Find out what we can do for you here M

Our Products and Services

Case Studies

• 1.  Regular Savings M
  Like many other products today Financial Services plans are changing fast and product development is continuous. There has also been a lot of consolidation in the industry which has not always been to benefit of investors. If you have non-performing investments our consultants are able to give you access to more modern platforms for your savings with continuous ongoing support  through the Platinum 'Options' service.
• 2.  Restructure M
  Like many other products today Financial Services plans are changing fast and product development is continuous. There has also been a lot of consolidation in the industry which has not always been to benefit of investors. If you have non-performing investments our consultants are able to give you access to more modern platforms for your savings with continuous ongoing support  through the Platinum 'Options' service.
• 3.  Lump Sum M
  Like many other products today Financial Services plans are changing fast and product development is continuous. There has also been a lot of consolidation in the industry which has not always been to benefit of investors. If you have non-performing investments our consultants are able to give you access to more modern platforms for your savings with continuous ongoing support  through the Platinum 'Options' service.
• 4.  Family Protection M
  Like many other products today Financial Services plans are changing fast and product development is continuous. There has also been a lot of consolidation in the industry which has not always been to benefit of investors. If you have non-performing investments our consultants are able to give you access to more modern platforms for your savings with continuous ongoing support  through the Platinum 'Options' service.
• 5.  Pension Transfer M
  Did you know right now there is a way to unlock your UK Pension?
  Full details here.

To find out more about how we can help you then please click here M

Customer Testimonials

Jason B. Hong Kong
“I have been very happy with the service, transparency and performance of my investments since switching the majority of my portfolio to PFS a year ago”.

Phil S. Shanghai
“Always there for me through good and bad times, never afraid to tell the real facts about investments”

Next Steps

Our service is totally tailored around your needs to be able to give you relevent helpful advice please get in touch.