News
We are excited to confirm that we will be launching our new Personal Finance Portal in 2024 - to register for this service please click on the link above.
Please note that we will be updating our client records, linking products and services and migrating key documentation throughout 2024. On this basis, please can we ask for your patience whilst your new profile is created. Indeed, we have recruited a new member of staff who will be completing this process throughout 2024/25 and onboarding clients accordingly. You will be provided with an overview of the system and personal training on how to get the maximum benefit from the tools and services on offer.
Being a Paragon Client is important to us and we are confident that this service will significantly improve our client engagement and we look forward to introducing you to your Personal Finance Portal ASAP. In the meantime, you can still see your portfolio and document library at our old Client Portal, by clicking here. Please note that this service will be decommissioned in 2024 and our clients will be provided with at least 3 months notice of the changed approach.
Please do not hesitate to contact us should you have any questions or concerns.
We are excited to confirm that we will be launching our new Personal Finance Portal in 2024 - to register for this service please click on the link above.
Please note that we will be updating our client records, linking products and services and migrating key documentation throughout 2024. On this basis, please can we ask for your patience whilst your new profile is created. Indeed, we have recruited a new member of staff who will be completing this process throughout 2024/25 and onboarding clients accordingly. You will be provided with an overview of the system and personal training on how to get the maximum benefit from the tools and services on offer.
Being a Paragon Client is important to us and we are confident that this service will significantly improve our client engagement and we look forward to introducing you to your Personal Finance Portal ASAP. In the meantime, you can still see your portfolio and document library at our old Client Portal, by clicking here. Please note that this service will be decommissioned in 2024 and our clients will be provided with at least 3 months notice of the changed approach.
Please do not hesitate to contact us should you have any questions or concerns.