“Since 1994 I have been managing and developing a successful business, but time constraints have meant that I could not devote enough time to our personal finances. Like many people, I had purchased a range of products from various sources and wondered if I was getting the best value. When discussing my concerns with a friend, whose judgement I trust, he recommended I speak to Simon Street at Paragon. Having been in a similar position, he could not speak more highly of the professional work Simon had done for him.I too have been particularly impressed with the amount of time Simon has devoted to understanding exactly what we seek to achieve. From our discussions, a comprehensive plan was produced, with a set of recommendations that have resulted in significant savings and a range of products more appropriate to our needs. Paragon’s reliable and ongoing service ensures that we regularly review any changes, leaving me free to concentrate on running my business.”
Geoffrey Harrison of Harrison Catering (January 2010)
"Having been in business for many years, the time came to look seriously for a personal financial overview. A friend of mine recommended Simon Street and Paragon -a breath of fresh air compared to other organisations! The total holistic approach involving my wife was refreshing and an eye opener - this lead to constructive advice on my present portfolio of investments and also to a patient and personal approach on our expectations.The various meetings,ranging from looking at retirement planning to tax advice, mopping up shares to advice on our ISAs, provided us with a thorough strategic plan. It was indeed well worth the time and the experience has exceeded my expectations. Trust, reliability and improvements in your investments are all part of the service from Simon Street and Paragon."
Stephen Minall of Moving Food (February 2010)
“We have been clients of Paragon since the early 90's.During this time Simon Street has helped advise us on many aspects of our financial planning,including buying and remortgaging two properties, saving for our children’s higher education costs, protection against death and serious illness, long term investment plans and retirement solutions. We appreciate that Simon has in depth knowledge of our situation and goals and knows how to apply this to our particular needs. Designing our retirement strategy and simplifying our pension holdings was particularly important to us and we appreciate the investment of time this took. Knowing Simon over the years has helped us build a trusting relationship with Paragon and his advice and recommendations have always been reliable and suited our lifestyle.”
David and Jackie Nice (February 2010)
"We were introduced to Paragon and Simon Street in the mid nineties. We have been grateful for the financial planning advice we have received over the years. In particular, when we were facing a shortfall in our retirement funds,we benefited from Simon's recommendations enabling us to build our pension funds to a comfortable level. Then, as we faced retirement, Simon helped us to create a robust retirement strategy to maximise our income. We have also benefited from ensuring that our Wills are effective and our eventual inheritance tax liability is minimised. Over the years our relationship with Paragon has grown, as Simon has given us reliable and professional advice. We are more than happy with the continuing service available to us."
Brian and Isobel Holliss (February 2010)