INDEPENDENT FINANCIAL ADVICE

providing wealth management and financial planning for individuals and their families

 

 

AREAS 

OF

ADVICE

INVESTMENT PORTFOLIO MANAGEMENT

PLANNING FOR RETIREMENT

ESTATE PLANNING AND INHERITANCE TAX ADVICE

FUNDING THE COST OF LONG TERM CARE 

 

 
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ABOUT   US

Paragon Investment Management was established in 2005 to provide independent financial advice to individuals and their families. We  accept new clients on a personal introduction basis because we believe that when choosing an adviser it is best to ask friends, family or professional connections for a recommendation.

INDEPENDENT  

We are committed to our belief that providing truly independent financial advice is the best way to serve our clients, rather than simply offering advice that is restricted to a limited range of products or services.

TAILORED  

We know that  our clients' financial situations and needs are unique to them. Therefore  we design investment portfolios and financial solutions that are tailored to our clients' individual requirements.

FLEXIBLE  

We realise that our clients' circumstances  will change over time, which means that their portfolios and plans must be  flexible and  adaptable.  We hold regular review meetings with our clients to ensure that their plans continue to be suitable for their needs.

Image by Jude Beck
 

OUR TEAM

GRAHAM SMITH

Graham has been advising clients on their investments since 1992 and he established  Paragon Investment Management in 2005. He is a member of the personal finance society.

When he is not busy advising his clients, Graham can usually be found on or near a cricket pitch dispensing polite advice to opposing batsmen.

JACK SMITH

Jack has been working for Paragon since 2018 providing admin and paraplanning  support. He is currently studying  for his financial planning qualifications and is a member of the personal finance society.

Jack has a degree in English from Exeter University and a Masters in Film Studies from Kings College London. In addition to film and literature, Jack's other interests are sports related and he too can often be found on the cricket field.

Tel: 020 8891 4533

jacksmith@paragoninvest.com

 

OUR ADDRESS

Paragon Investment Management

3 St Georges Road

Twickenham

TW1 1QS

Email: grahamsmith@paragoninvest.com

Tel:  020 8891 4533

 

Paragon Investment Management Limited is registered in England and Wales no. 5370535

Registered office, 3 St Georges Road, Twickenham, TW1 1QS

Authorised and regulated by the Financial Conduct Authority

Paragon Investment Management Ltd is entered on the Financial Services Register under reference 429458 https://register.fca.org.uk/

If you have a complaint, please write to us at the address above. A summary of our internal procedures for  complaint handling is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at  www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567

© Copyright 2020 Paragon Investment Management. All rights reserved.

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