About The Financial Guys
At The Financial Guys, our mission is to help you achieve financial security and peace of mind.
One Clear Vision
Founded in 2018 by Darren Williams originally trading as Platinum Financial, we always set out to be a step above the industry – the financial service firm who truly embrace looking after each and every client. Many years later the number of clients who come back to Darren, The Financial Guys and the expert team he has built is testament to the fact that he has achieved that ambition.
We understand that every client’s financial situation is different, and we pride ourselves on offering personalised advice that aligns with your individual goals and circumstances – just like Darren has from day one.
Operational Excellence
In 2019 Lisa Williams also joined the team to guide us through a period of growth and expansion, helping to ensure that the vision of professionalism, excellence and client service wasn’t forgotten. Since then we have grown a team in excess of 20 advisers across the UK, from humble beginnings in Newcastle upon Tyne to Liverpool, Manchester and the commuter belt of London.
Harnessing Family
This expanded team of advisers has given the chance to some young people to enter the profession, to learn the right way of doing things from day one. This includes Darren and Lisa’s eldest son, Josh, who joined the business in 2022 and has become a popular, experienced and caring adviser who embodies The Financial Guys values.
Darren & Lisa’s niece Hannah is also an extremely important part of the administrative support team, supporting our advisers and clients to deliver industry leading customer service. In fact, every one of our advisers or administrators is personally known to someone within the team.
Family Focussed Service
It is because of our uniquely family focussed business, that we specialise in a range of protection services designed to safeguard you and your loved ones. From life insurance and income protection to critical illness cover and estate planning, our solutions ensure that you are prepared for any eventuality.
As a family-run business, we infuse our family values into every decision we make. This approach ensures that our clients remain at the heart of everything we do, enabling us to consistently deliver outstanding customer experience.
Whether you are just starting out on your financial journey or looking to refine your existing plans, we are here to help for all of your life’s adventures.
Contact us today to book in your appointment and discover how we can assist you in achieving your financial goals and protecting your future.

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