Paragon Financial Planning working with Courtiers Investment Services


Personal financial planning with proactive investment management

financial planning

Paragon has been built around personal relationships where our clients appreciate having someone they trust, to be able to discuss their financial issues with and agree clear strategies, on an ongoing basis. This has often included potential ideas and solutions which wouldn’t otherwise have been considered.

We spent much of 2017 researching our long-term succession planning. It was vital to find an organisation who had comparable values and could provide complementary expertise and resources. In particular, we wanted to be able to offer a dedicated and proactive investment management service. We were also looking for technical, administrative and regulatory support, increasing the time available for us to spend with clients.

We believe we’ve found the right solution...

Helping clients build, protect, enjoy and pass on their wealth.

Listening – to your long term aspirations.

Understanding – where you are in life and where you’d like to be.

Guiding – each other to help maximise the wealth you created.

These are our values. They were our values when we first opened the doors in 1982 and they always will be.

The Basic foundations of working together...

how Paragon works with Courtiers

Learn more about a winning combination...