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“It is a little while since I looked at the Paradigm online Compliance Manual. I have to say it is excellent and 100% improved from PMS days and very easy to use.”
Judith Conde, Eagle Financial Services
"I just wanted to drop you a line to say how impressed I have been so far with the Paradigm service. I have been inundated with calls and emails and we have already had our initial compliance visit which was very useful. Please pass my compliments to your team."
Scott Pinching, Smith & Pinching
"I attended my FSA TCF assessment yesterday morning and I am pleased to say that the regulator was happy with the work we had carried out with Paradigm. It was clear that Paradigm is recognised as a firm with particular expertise in the small firm sector and that the level and appropriateness of the consultancy advice provided by Paradigm was of a high standard."
Richard Fenech, Financial Solutions Midhurst Ltd
“Paradigm’s staff, compliance and research support is of the highest quality. Business communication and the quality are refreshing when compared to the standards of many organisations in the industry today.”
Andrew Glanvile, PAS Financial Planning
"Since June when we switched Service Provider I have been more than impressed with the overall package offered. The software packages that I can now access are excellent and built into the membership fee; the Compliance Help desk is the best I've ever used: its not a "them and us" approach and I really feel like they are working with me. Everyone that I've come into contact with is professional, friendly and incredibly efficient. Thanks Paradigm and keep up the great work!"
Giles Warren, Giles Warren Financial Ltd
“We have found Paradigm’s services to be excellent in every respect. All staff are helpful and friendly and more importantly they deliver on time. Having a Regional “hands on” Compliance Consultant has been invaluable, who has helped us review and upgrade our Compliance and T&C. Importantly, there is an efficient and knowledgeable team in the background at all times, to assist on day to day issues, provide guidance, updates and bulletins on all relevant issues which have saved hours of time. Commercially, the Partner Meetings are professional and informative and give you the opportunity to network with other Partners and tap into each others expertise. It feels like being part of a successful team and I have no hesitation in recommending them.”
Andrew Dixson-Smith, Care Fees Investment
"I remembered the good old days of Bankhall when it was there to help you develop your business, but they seemed to have lost the edge and many of its good members so we started to look around. I noticed many of them had joined Paradigm; it’s smaller, seems to attract a better quality of firm and is more focused on the needs of my business."
Simon Willcox, Ward Goodman Financial Services
"We proudly became a Paradigm member over a year ago. We believe that Paradigm is truly an “elite members’ club”; it is always there to help and support you on any IT or compliance issue, as well as listen to and guide you on your future business development and direction."
Lily & Alan Setters, King & Company Accounting & Financial
"These guys have a long pedigree for getting all aspects of the business right and they continue to deliver. Compliance support couldn't be better."
Garry Haywood, Globe IFAs
"Paradigm has provided us with proactive support and guidance which has been invaluable in the development of our business model. Business is all about the people and the quality of the people within Paradigm and the service they have delivered has been first class."
Steve White, Pall Mall Financial Independence
"We have been working with Paradigm now for nearly a year and during this time we have found them to be both helpful and responsive, not only in relation to their compliance work but in the entrepreneurial way they support their members. We very much see them as part of our business rather than a service provider and would be happy to recommend them to any other IFAs who were considering becoming part of the Paradigm team."
Mark Evans, The Spectrum Partnership LLP
"Right people...right support...right time...that's Paradigm."
Stephen Roach, Kensingtons Asset Management Ltd
Technical Workshops
Paradigm works closely with its strategic partners to provide bespoke workshops on topical and relevant subjects. Here is some of the feedback we have received…
“I attended the above meeting today which I found of immense value.”
“Once again thank you for inviting me to this course which really helped clarify the new legislation for high income individuals and provide some background info on PA’s. Your presenter was very knowledgeable which was really refreshing!”
“I have had very positive feedback from the workshop and they have said that it was very informative and the trainer was very good.”
