Paragon
Independent
Financial Solutions
Helping to realise what's possible

We all like to make good decisions, and that includes our personal, family or business finances. This isn’t always easy, because legislation, taxation and financial planning solutions are constantly evolving. Sometimes, you simply don’t know what you don’t know, and this can lead to missed opportunities and ineffective use of assets. For example, many people with maturing pension funds continue to take cash and a lifetime annuity, without ever understanding their wider choices.

Our theme is ‘Helping to realise what’s possible.’ We help our clients to make fully informed decisions, where they understand all the relevant options. We do this by investing the time to understand (and help them to articulate) precisely what they want to achieve, and then applying our specialist knowledge to their particular circumstances. For clients who would like us to, we also arrange to implement these solutions.

“...we were delighted with the work Paragon did for us. We had an untidy collection of policies built up over the years. They analysed our needs for the future, researched and recommended alternatives, presented a plan and implemented it with great skill and determination. We are now regularly looking at how else we can improve our future financial planning.”
Matthew Davis, Davis Tate Ltd

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