Thank you for visiting the web home of Paramount Financial Planning based in Horsham, West Sussex.  Please take some time to read through our website which we hope you will find informative.

 

We are independent financial advisers based in Horsham, providing unbiased, independent advice to both private and corporate clients in the southeast of England in a diverse range of areas from pension and investment advice through to life insurance and Wills & Trusts.  As we are independent, this ensures you can be confident that any solution we might recommend is always the 'best of breed' and chosen from the entire market place as we are not tied to any one company, investment house or insurance company.

 

Our business is based on the principle that our client’s objectives are of prime concern. We believe this should be the starting point for providing financial advice and will ensure that we provide the most suitable financial plans and strategies to meet both your present requirements and future goals.

 

We have strong beliefs as to how a financial planning business should function and look after its clients.  Our business is based on the following principles:

 

•        Our  independence - this ensures our clients receive advice that is right for them. We have no ties to any insurance company, bank or investment house.

 

•        By being there to help clients when they need financial advice - we do not restrict the number of times clients can contact us. Clients are allocated a personal adviser who they can access via either a direct dial or mobile number. No problem is too big or too small and we always make clients feel most welcome whenever they may need assistance.

 

•        Ensuring that our clients enjoy the relationship they have with us; after all, our aim is to build long term relationships with our clients.

 

•        Maintaining the highest level of knowledge of the financial markets to enable us to provide the most suitable advice.This also allows us to keep our clients abreast of industry changes that could otherwise adversely affect their circumstances.

 

Our service is aimed at those individuals and families who value and will benefit from a high level of client/adviser interaction and detailed analysis of their circumstance, whether it is focusing on one particular area of concern such as Inheritance Tax mitigation, Retirement Planning, Tax Planning or perhaps a full holistic review of their financial needs.

 

You may already have a Stockbroker or Private Bank who provide you with investment advice.  Our advice sits comfortably alongside these professional discretionary management services.

 

You may also have other advisers such as accountants and solicitors, with whom we would expect to work in developing and implementing your personal strategy.

 

If you do not currently benefit from these professional services then we will be happy to facilitate an introduction to an organisation whose service is relevant to your needs.

 

If you would like to arrange an initial meeting with us at your convenience and at our cost to discuss how we may be able to help please contact us by phone on 01444 707796