Business Details
We are Paragon Independent Financial Advisers, an independent financial advisory firm serving clients across Essex and the North West of England. Our advisers collectively bring over 200 years of combined experience in the financial services industry. We provide unbiased, personalised financial advice on investments, retirement planning, mortgages and protection. Our team works on your behalf, searching the market to find the most suitable solutions for your needs. We pride ourselves on delivering a first-class service that meets the highest professional standards required by the FCA. Each client receives a complimentary initial consultation at our expense, ensuring transparent and accessible support.
We maintain rigorous confidentiality and data security protocols to protect your personal information. Our commitment to client satisfaction drives us to tailor advice that aligns with your financial goals and circumstances. We are fully authorised and regulated by the Financial Conduct Authority, reference number 440589. Our longstanding reputation is reflected in the many positive recommendations from satisfied clients. We continuously invest in professional development to stay at the forefront of industry best practice.
We maintain rigorous confidentiality and data security protocols to protect your personal information. Our commitment to client satisfaction drives us to tailor advice that aligns with your financial goals and circumstances. We are fully authorised and regulated by the Financial Conduct Authority, reference number 440589. Our longstanding reputation is reflected in the many positive recommendations from satisfied clients. We continuously invest in professional development to stay at the forefront of industry best practice.
Highlights and features
- We have over 200 years of combined financial services experience.
- We are FCA authorised and regulated for client protection.
- We offer a free initial consultation at our expense.
- We charge up to 1% with 295 minimum.
- We search the market for you to secure outcomes.
Services
Investments
We provide unbiased investment advice tailored to each client's financial goals and risk tolerance. Our advisers, with over two centuries of combined experience, analyse market trends to recommend diversified portfolios. Clients benefit from professional management, potential growth and a clear path toward long-term wealth creation.
Retirement Planning
We deliver personalised retirement planning to help clients secure a comfortable post-work life. Using our extensive expertise, we calculate required savings and optimise pension and annuity options. The result is a reliable income stream and peace of mind for our clients throughout retirement.
Mortgages
We offer careful mortgage advice and brokerage services for homebuyers and existing homeowners. Our independent search of the market secures best competitive rates and favourable terms for you. Clients receive transparent fees, timely offers and professional support throughout the entire mortgage process.
Protection
We provide personalised protection advice covering life, critical illness and income protection. Our experienced advisers assess your needs and recommend suitable policies to safeguard your family. Clients gain financial security and peace of mind knowing their loved ones are protected.
