We’ve been asked why we chose the name Paramount Financial Planning for the company – many Independent Financial Advisers tend to use their own name.

 

The philosophy underlying our business principal is that our client’s objectives are of chief concern and importance to us. We believe this should be the starting point when providing financial advice to deliver the most suitable plans and strategies to meet both present and future goals.

 

It is therefore PARAMOUNT in our opinion to adopt this approach in all that we do.

 

We also have strong beliefs about how financial planning business should function and look after clients. We encorporate the following in our business ethics:

 

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

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

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

• To maintain the highest levels of knowledge to always provide the most fitting advice. This also allows us to keep our clients abreast of industry changes that could otherwise adversly effect their circumstances. 

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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.

 

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.

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