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Bespoke financial planning...
Unique and exclusive investment opportunities
Philosophy

Successful financial planning takes time, trust and a wide understanding of the options available. For even the most organised, building a successful business or career - or balancing a busy lifestyle - rarely allows the time to get the best return from our assets or seek out the opportunities best suited to us; to find advisors we can trust to give advice that's impartial rather than commission driven; and to constantly re-evaluate our portfolio as markets and circumstances change.

Paradigm Wealth Management is a bespoke advisory service that is trusted to assist clients in achieving their financial goals. Our Wealth Managers provide solutions that can deliver long term financial security based upon our four core principles:

  • Creativity: Sophisticated clients want creative solutions to problems, with access to unique and dynamic investment opportunities.

  • Leadership: Pro-active advice not reactive reports.

  • Impartiality: Transparent remuneration and choice, not advice motivated by hidden commission payments.

  • Delivery: We work to agreed timescales and have built our reputation on fulfilling expectations.

Paradigm Wealth Management brings together significant business experience and Financial Services knowledge to provide a complete financial planning service. We were, for example, amongst the first advisors to specialise in creative tax-based investment solutions.

We have also built up a network of professional partners, including solicitors, accountants and stockbrokers, giving our clients access to leading edge opportunities and advice.

In addition to the usual financial planning solutions you would expect from an Independent Financial Adviser, our clients also come to us for unique opportunities in:

  • Commercial finance and Gap Funding for business
  • Tax-based investment solutions, including EIS and VCTs
  • Business Angel opportunities
  • Specialist investments such as UK or Overseas Property and Films
  • Tax mitigation schemes

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Our Process

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