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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