Savings and Investments

Savings and Investments

PARADIGM FINANCIAL PARTNERS - SAVING YOU MONEY

Getting the best financial return from your capital and savings is vital. Gone are the days when you could simply invest in a local bank or building society and receive a good return on your capital. Now you need to consult an Independent Financial Adviser (IFA) such as Paradigm Financial Partners to ensure you match your money to the right funds, ensuring you benefit from maximum growth for the amount of investment risk you are happy with.

With so many options available in the financial markets it takes time, knowledge and skill to understand which funds offer low, medium or high returns and recognise their associated risks; length of investment is also important as are income required and capital gains tax considerations.

When it comes to investment vehicles, should you be investing your money in:

  • Investment bonds?
  • Unit trusts?
  • ISAs or OEICs?
  • Stocks and shares?
  • Pension funds and annuities?
  • Property?
  • Offshore investments?
  • Cash?
  • Protected Investments?

Paradigm Financial Partners will look at all of these options and more, advising which will help you to fulfil your short and long term goals such as retirement planning, trusts and inheritance tax, helping you to keep more of your money and make it work harder for you.

With a Chartered Financial Planner on the team they can also advise on the intricacies of transferring out of company pensions.

Keeping track of your investments can be tricky with the markets fluctuating not just daily but by the minute. Paradigm make it easy for you. They offer a financial platform, free of charge which gives you instant access to your current position, via a secure website:

A FUND PLATFORM is an investment tool which gathers together all of your investments and gives an up to date view of how they are performing. You can access the details 24 hours per day and make decisions knowing exactly where you stand with your savings.

WRAPS take the FUND PLATFORM principle and expand it to include pensions, commercial property, cash and stocks and shares. This gives you a complete overview of your financial position at any given moment, something often needed but rarely available.

Call today on 0800 612 6917 or contact us via our contact form and wrap up your financial future.