What to Expect From Us
From the initial meeting to the conclusion of any advice we aim to offer you a personal and dedicated serviced, tailored around your needs and circumstances.
We are here to help you, we have no vested interested, product or company bias, this is one of the main reasons when seeking advice you should always consult independent financial advisers.
In almost all cases the initial meeting is just the start of a lifelong relationship with your adviser. Part of our robust financial planning agenda is to build in ongoing financial reviews to take account of your changing and evolving financial situation.
Our initial meeting is provided at our expense, so in reality you have little to lose apart from an hour of time but much to gain from our free initial meeting.
The financial planning process we adhere to can be broken down as follows;
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How we differ from our competitors.
We are here to support you whenever the need arises and as an acknowledgement of this we consider and treat clients as we would our close friends. Over time we hope you come to see your adviser as a trusted friend and vital part of the financial decision making process for you and your loved one’s .
As a client of Paramount Financial Planning you will be given personal contact details of a dedicated adviser as we understand that you may have a question at 10pm on a Friday evening. Whilst your adviser may not be free to call you back then we aim to respond to questions raised by clients within a 24 hour period.
A truly personal service, no call centres, no hold music just real highly qualified staff on hand to help when you require us.
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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