Paragon Independent Financial Solutions Ltd is an appointed representative of Sesame Ltd which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register www.fsa.gov.uk/register/ under reference 150427.
The FSA do not regulate some forms of mortgage and Inheritance Tax Planning.
Barry Stanley, Practice Principal, is a Certified Financial Planner (CFP) licensed by the Institute of Financial Planning. He is also a member of the Personal Finance Society and, having passed the Advanced Financial Planning Certificate, holds the designation Dip PFS. As a member of both organisations, he is committed to high professional and ethical standards. This commitment includes investing time in ongoing education, to develop his technical knowledge and practical application of financial planning skills.
"I am frequently surprised by the number of people I meet, or hear about, who clearly could, and probably would, take action to improve their finances, if they only realised what was possible. For example:-
My role is to help my clients make fully informed decisions, where they understand all the options available and the potential consequences."
Company registration number 4930866. Registered in England and Wales.
Helping to realise what's possible
Helping to realise what's possible
