HOW WE WORK
Your first meeting with us is absolutely FREE. We’ll have a chat to find out what you need and whether we can help you. During this initial discussion, we may start gathering some information on your current financial situation and your future aims or goals. Or this may happen at a second meeting, which is also free.
Once we have all the information we need, that’s when we really go to work. We’ll go away and spend time thoroughly researching markets, funds and a whole range of financial options relevant to your requirements so we can put together our recommendations.
When we meet again, we’ll have all the facts, figures and information at our fingertips. We’ll explain everything in a clear and concise way and answer any questions you may have. We’ll also hand you details of our recommendations for you to read. We want you to feel informed and totally confident before making any decisions. At this stage, if you want to go ahead we’ll discuss fees so you know exactly what you’ll be paying for our service.
* For a FREE consultation with Paradigm Financial Partners LLP, please contact us on 01908 307423 or firstname.lastname@example.org
"I am writing to put on record my thanks for your advice and actions in dealing with one of my clients. I recommended you to my client because I have the utmost confidence in your abilities and professionalism of your advice.
To have my client ring up and tell me that you have met them, dealt with them and their needs and got them their pensions and insurances sorted out is what I expected.
However, to have my client ring me up and enthuse about you shows you as better than the norm. He said how helpful you were, how patient in taking the time to answer their questions and ensure they understood the issues and their options, and how much you de-mystified a complex subject for them. As well as ensuring that all the matters were dealt with and followed up. Well, it shows how much you went beyond the norm and delivered a service that was so excellent he just had to ring me and say thank you for putting the two of you in touch.
So thank you from me, for a delighted client:"
Jonathan Vowles Chartered Accountants