PARADIGM FINANCIAL PARTNERS - WORKING HARD FOR YOU AND YOUR MONEY
The way the financial planning market operates is changing. By 2012 all Independent Financial Advisers (IFAs) will be prevented from taking commission from a product provider to set up an investment, pension, mortgage or any other financial product. All payment will be by way of fees agreed between the IFA and the client.
Welcome to the world of Paradigm Financial Partners. They have been working this way since the company was formed.
When you consult Paradigm you will negotiate the amount of fees you pay the company and how you wish to do that, either in the form of an upfront fee, regular payments or by a standard percentage of your fund deducted from your investment. The choice is yours.
Your first meeting will be spent gathering all the facts about your current financial position and discussing your aims and goals for the short, medium and long term future. Detailed research will then be carried out to find the most appropriate financial vehicles for your money and a full report will be provided for you to read and digest.
A second meeting will cover recommendations and discussions involving investments, pensions and insurance or protection policies. It may be that your existing portfolio requires a few adjustments to achieve your aims or that a completely new strategy is called for. Fees will also be agreed at this point.
Paradigm Financial Partners deal directly with fund managers, by-passing insurance companies and brokers. This gives you confidence that your money will be placed in the most appropriate financial vehicles and that the costs of managing your money will be kept to a minimum.
Call today on 0800 612 6917 or contact us via our contact form and make sure your money isn't costing you more to manage than it earns.