Company	Service	Description	Login Link
Paragon Financial Services Ltd	Client Portal	Portfolio valuations and fund details.
The Openwork Partnership	My Advice Hub	Our document management store, hosted by one of the UK's largest networks.
7IM	Investment Platform	One of our recommended platform providers. Please also download the 7IMagine app.
M&G Wealth	Investment Platform	One of our recommended platform providers.
Scottish Widows	Investment Platform	One of our recommended platform providers.
The above sites have been selected as they are deemed relevant to most of our Wealth Management clients on a regular basis.

The information on this website is for use by residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it. Paragon Financial Services Ltd is an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. Paragon Financial Services Ltd is a company registered in England and Wales (registered number 3407744), whose registered office is situated at Meales Farm, St Michaels Lane, Sulhamstead, Berkshire, RG7 4DJ.

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