What we do

Who are we?

Paragon Independent Financial Solutions Ltd is an Independent Financial Adviser (IFA) company, based in Henley-on-Thames, Oxfordshire. Our Client Meeting Office is located at the Badgemore Park Management Training Centre in the grounds of Badgemore Park Golf Club.

Where to find us

We are an appointed representative of Sesame Ltd. This allows our clients to benefit from the personal service of a small local business, backed by the product research, technical support and regulatory assistance of the largest IFA network.

Barry Stanley - Practice Principal

Barry has a B.Sc. and Ph.D. in Zoology, from Aberystwyth. He taught science for six years, before moving into the pharmaceutical industry, for a further six years, working in sales and marketing roles. He joined Allied Dunbar, as a financial adviser, in 1993. Between 1998 and 2004 he was a director of Paragon Financial Services Ltd, an Allied Dunbar (and subsequently Zurich ) franchise. He left to set up 'Paragon Independent' in 2004.

Barry 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, which is awarded to those who have achieved not only the mandatory qualifications, but also the Advanced Financial Planning Certificate. He specialises in investment, retirement and inheritance tax planning.

Richard Cook - Mortgage Adviser

Richard studied Sports Science at the University of Liverpool and stayed on to complete his Masters Degree. After working in the sports industry, primarily overseas, he returned to the UK in 1997 and chose a new career path, in financial services.

Richard is the mortgage specialist in Paragon Independent. His initial roles, with Nationwide and Paragon Financial Services Ltd, were managerial. He subsequently achieved the Mortgage Advice Qualification (MAQ) and has worked as a mortgage adviser since 2003.

Maggie Stanley - Practice Administrator

Maggie was born in Assam , in the north east of India . She has a degree in Law from Delhi University .

Maggie has worked with Barry since 1997 and is responsible for the day-to-day co-ordination and implementation of our client servicing arrangements.

Jim Tattersall - Client Services

Jim gained a BA (Hons) in Business Administration as a management trainee with H J Heinz Company. He moved into advertising in 1973 where he worked with many blue chip marketing companies as a client service specialist. He progressed to Board Account Director before moving to British American Tobacco Ltd in a non-tobacco marketing role. Jim took early retirement in 1999. Since retirement he has worked initially as an international sales/marketing consultant for a Boston-based sunglasses company and then as a bookshop manager.

Liz Capel - Client Services

Liz gained a BTEC Diploma in Business Studies in 1988 and then spent 10 years working in a Customer Services environment for Digital Equipment Co Ltd. Since having her family (two daughters), she has had a variety of part-time, customer-focused roles, including running a successful Party-Plan business. Liz joined Paragon Independent to develop a new career in the Financial Services field, strengthening our Client Services team.

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