UK Finance Awards 2025/ 14 Boutique Financial Planning Firm of the Year 2025 – Scotland & Digital Advisory & Client Experience Innovation Award 2025 As regulation and legislation continue to evolve and reshape the financial planning profession, only firms that combine technical competence with sound judgement and clear communication will succeed. With an emphasis on structured planning, professional standards, and evidence-based advice, Paramount Wealth Management is a Scottish financial planning firm well-positioned to navigate the ongoing change and deliver consistent outcomes to its clients. As Paramount Wealth Management is named in the UK Finance Awards 2025, we spoke with Director and Chartered Financial Planner Keith Brooks for more information. Based in Glasgow, Paramount Wealth Management is an independent financial planning firm providing holistic, long-term financial planning and wealth management advice to individuals, families, and businesses across the UK. The firm’s primary goal is to deliver high-quality, sustainable advice that stands up to scrutiny over time – from clients, regulators, and professional peers alike – ensuring that clients can make confident, informed financial decisions through all stages of life. “Paramount represents a new generation of independent financial planning: professional, disciplined, client-focused, and built for longevity.” Driven by this mission, Paramount’s core services include retirement and pension planning, investment management, estate and inheritance tax planning, protection planning, and businessowner advice – each service supported by detailed cashflow modelling and disciplined investment research. The firm works primarily with professionals, businessowners and retirees seeking structured, long-term financial planning over ad-hoc advice and product recommendations. “Our clients typically value clarity, transparency, and continuity – and are looking for a trusted adviser relationship rather than a transactional service,” Keith told us. “Our emphasis on clarity and integrity have resulted in long-term relationships rather than transactional engagement. Clients stay because they trust the advice, understand the strategy, and feel supported through changing circumstances.” Paramount takes a planning-led approach to client liaison; every engagement begins by first understanding their personal goals, family circumstances, and future objectives, complemented by detailed cashflow modelling and risk assessment. Each client is managed directly by a Chartered Financial Planner throughout their journey, providing clear communication, realistic expectations, and evidence-based strategies – with plans revisited regularly as circumstances change. The firm operates a highly experienced support structure that plays a vital role in sustaining the quality and consistency of its services. Specialist team members are employed to support the areas of research, technical analysis, administration, and client servicing, ensuring that advice is implemented accurately, efficiently, and always in line with regulatory best practice. This structure allows Paramount to maintain high professional standards while delivering a responsive, personal service to clients. Technology and AI-enabled tools are embedded throughout the process – from financial modelling and portfolio research to secure digital communication – enabling more time to be spent on strategic advice and relationship management. These advancements are only integrated where they can genuinely improve outcomes, insight, and efficiency, and never at the expense of personal relationship or judgement. In doing so, Paramount strikes an essential balance between modern delivery and traditional advisory values – a balance that has become central to its proven approach. Ultimately, Paramount Wealth Management has distinguished itself through its unique combination of personal boutique service and institutional-level discipline. While larger firms often rely on scale and smaller firms can lack structure, Paramount bridges that critical gap to provide clients with the benefits of a disciplined, centralised investment approach; direct access to a Chartered Financial Planner; transparent, capped feeds; modern, technology-enhanced planning tools; and long-term continuity rather than adviser turnover. Moving forward, Paramount is focused on achieving sustainable long-term growth through a blend of natural expansion and selective acquisition. The firm will leverage long-standing client relationships and referrals to continue driving organic growth, with the support of high professional standards and a consistent, planning-led advice framework. Alongside this, Paramount is also actively exploring succession and acquisition opportunities within the financial planning profession, as the sector experiences a significant period of transition. Across the financial industry, many experienced advisers are approaching retirement and seek an exit that prioritises client care and continuity. As a younger, Chartered adviser with a long-term career horizon, Paramount offers a credible alternative to large consolidators: rather than moving clients onto standardised models, preferred platforms, or fixed charging structures, the firm remains committed to maintaining personal adviser relationships and true independence in platform and fund selection. “Discussions are currently underway with a small number of firms, with a clear emphasis on smooth client transitions, consistency of advice, and preserving the values on which those practices were built,” Keith concluded. “This allows Paramount to grow in a controlled and considered way, while protecting client outcomes and reinforcing the firm’s reputation for clarity, independence, and long-term thinking.” Contact: Keith Brooks Company: Paramount Wealth Management Web Address: www.paramountwealth.co.uk Paramount Wealth Management
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