Consult Paradigm Brochure (002)

About Us For over 35 years the people at Paradigm Consulting have been working with and supporting the financial services community. Early on we perfected the art of consultancy and have helped people like you realise their dreams and ambitions of business success. Now that’s quite a bold claim, but our knowledge and experience enable us to provide bespoke consultancy support in a way which consistently delivers beyond our clients' expectations. How do we know that? Our clients tell us...

Our aim is to help your business become the very best that it can be. With over 35 years dedicated to the financial advice community our Consultants know first-hand what it takes for you to build a compliant and commercially successful financial services practice. Whether you’re looking for an input of specialist knowledge or require a sounding board for your own thoughts and ideas, Paradigm will work with you as an extension of your own business. Our team of Consultants have previously worked as Directors, Senior Managers, Financial Advisers, Mortgage Advisers, Technical Consultants and Paraplanners within the financial services sector. Collectively they have gained a vast array of ‘hands-on’ experience and exposure to various aspects of regulation. We thrive on sharing our knowledge and experience. From experience comes knowledge and from knowledge comes success.

Over the last 20 years we have used various compliance providers both as an AR and a DA firm, and I can honestly say that Paradigm’s Compliance services are the best we have used. We are always able to contact an expert who goes the extra mile to answer any questions we may have. The compliance updates provided at events are concise and relevant to our firm. They have helped us stay ahead of the game when it comes to compliance. Paul Sands Sands Financial Management Ltd The relationship we've built with Paradigm's Business Monitoring Team is first class. Following our file review day a member of the team will take time to call and discuss our cases in detail, including both development areas and positive aspects of the client file. The conclusions reached are incorporated into our 1-1s and team meetings, providing meaningful CPD and continued positive outcomes for our clients. Chris Tuck Hunter Hammond Daniel Associates Ltd

We have been using Paradigm since 2011 and the support we have received since then has been exemplary. From the proactive Business Monitoring Team to the reactive Technical Helpdesk, the service is excellent with too many individuals to single anyone out for praise. The Technical Helpdesk responds promptly to all manner of queries, ranging from help with FCA returns to challenging client scenarios and we are very grateful to them. We consider them part of our extended team now!

I have been a member of Paradigm for many years now and have always found them excellent to work with. Their Technical Desk is amazing and they actually pick up the phone and speak to you - no leaving messages and we'll get back to you in 3 days time like many others. I get the answers I need to compliance and client queries instantly. Giles Warren Giles Warren Financial Ltd

Jeremy Tarr Sheila Tarr I.F.S.

Since inception Paradigm have provided a totally consistent and extremely competent compliance service that in my opinion is unparalleled in our industry, my firm celebrated 25 years this years and there is no doubt that Paradigm and Paradigm compliance is instrumental in our continued business success. Howard Lee Burgess and Lee Ltd

We have used the Paradigm Consultancy since 2008 and always found them to be professional, up to date and very competent. Edward Bushnell DipIFS AdvCeMAP CeRER Compliance Director

Knowledge “An investment in knowledge always pays the best interest” — Benjamin Franklin

Made with FlippingBook Online newsletter