"I have complete confidence in Barry's ability to provide financial advice, but furthermore, his genuine and caring approach has resulted in a longstanding relationship"
Iain Dandy
Flackwell Heath

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.

Investment

How Can We Help?

Barry StanleyThe subject of investments can be a confusing one. We break through the jargon and help our clients rationalise the key factors in their investment decisions.

We can help to clarify:

  • What do you really want your investment to achieve for you?
  • How long do you intend to keep the investment?
  • What return do you realistically anticipate?
  • How much risk will you accept?
  • What do you actually mean by risk?

Our recommendations take into account:

  • The right balance of different asset types;
  • The right 'wrapper', taking into account your income tax,
    capital gains tax and inheritance tax situation;
  • Selection of specific funds that match your objectives.

Things change, so we review our clients' investments with them, on a regular basis, to see how they have performed and suggest any improvements.