Starting from humble beginnings working from the front room of his home, the business has grown to look after the financial requirements of nearly 600 clients and investments recently valued at over £18,000,000. Despite the size, Paul Schwer is still the main provider of advice to clients, supported by one other adviser and three support staff handling day to day administration.
The business aims to provide high quality independent financial advice on investments, pensions, life assurance and health insurances to individuals and the owners/ directors of small businesses, regardless of the level of remuneration associated with any particular enquiry or transaction. Paul Schwer believes that no-one who has a genuine need for the services he provides should hesitate about approaching him to obtain objective assistance delivered in a straightforward, readily understandable manner. Indeed, over 90% of all the business transacted by Paul Schwer Financial Services arises from recommendations from existing clients and other professional advisers or as a result of educational courses run by Paul Schwer.
Unlike many IFA practices, Paul Schwer Financial Services offers virtually all clients a choice of paying for the services provided on either a commission or fee basis. An initial consultation or appraisal is offered free of charge and without obligation at which time the various pros & cons of both payment methods are discussed in order that clients can make an informed decision on the method with which they feel most comfortable.
Paul Schwer is determined that Paul Schwer Financial Services will always aim to offer a bespoke service to clients and not just an execution-only service. They do not seek to undercut other IFAs by discounting commission or other shortcuts but always look to provide tailored solutions to each individuals' circumstances and requirements. This means a heavy commitment towards back office administration based on efficient use of computer hardware and software, which also enables detailed reviews of existing arrangements and financial planning reports on a wide range of needs. Combined with sensible time management, this enables as much time as possible to be dedicated to servicing clients needs.
This website is intended to build on the reputation Paul Schwer Financial Services have already established and make the services they provide available to a national audience through the development of Internet technology. It looks to make available present and past editions of the client newsletter, provide a quick response to changes in legislation and offer an independent opinion of new products and investment fund launches. Feedback is welcomed for additional features that website visitors would like to see addressed. |
