Paragon Investment Management
INDEPENDENT FINANCIAL ADVICE
providing wealth management and financial planning for individuals and their families
AREAS
OF
ADVICE
INVESTMENT PORTFOLIO MANAGEMENT
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PLANNING FOR RETIREMENT
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ESTATE PLANNING AND INHERITANCE TAX ADVICE
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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.
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INDEPENDENT
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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.
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TAILORED
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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.
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FLEXIBLE
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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.
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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.
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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.
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Tel: 020 8891 4533
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.
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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
OUR ADDRESS
Paragon Investment Management
3 St Georges Road
Twickenham
TW1 1QS
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Email: grahamsmith@paragoninvest.com
Tel: 020 8891 4533
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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
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© Copyright 2020 Paragon Investment Management. All rights reserved.
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