0330 038 8938
Based in Belfast
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Johanna is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Johanna's status
Last checked: 15 May 2025
Johanna is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Johanna's status
13
Recent Client Reviews
Johanna has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Johanna has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Johanna has not yet added their qualifications to their profile
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Johanna has not yet added their qualifications to their profile
Transparent Fees
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Johanna has not yet added their fees to their profile
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Johanna (based on 11 first impressions)
100% of users who are not yet clients had a positive first experience with Johanna
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Johanna (based on 11 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Johanna is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Johanna's status
Last checked: 15 May 2025
Johanna is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Johanna's status
13
Recent Client Reviews
Johanna has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Johanna has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Johanna has not yet added their qualifications to their profile
Qualifications not yet added
Johanna has not yet added their qualifications to their profile
Transparent Fees
Johanna has not yet added their fees to their profile
Fees not yet added
Johanna has not yet added their fees to their profile
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Johanna (based on 11 first impressions)
100% of users who are not yet clients had a positive first experience with Johanna
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Johanna (based on 11 first impressions)
I have worked within the financial planning industry for more than 15 years. My career began in high street banking, before moving to an independent financial adviser role in 2014. I specialise in providing people with knowledge around their investment and retirement options. My aim is to bring these complex financial planning areas to life for people in a way that they will understand. For me, financial planning is about helping my clients put the right plans in place to achieve their short, medium and long-term goals, breaking down the jargon and giving clients reassurance and peace of mind. With attention to detail, it is my passion to stay up to date with industry thinking which enables me to give the most accurate and relevant advice. I'm also proud to be a member of Women in Banking and Finance.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Johanna's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Platinum Financial Planning Ltd. is authorised and regulated by the Financial Conduct Authority. Company Registration No. NI613564. Registered in Northern Ireland.