"After being introduced by friends of ours, Simon helped us to fully understand our short, medium and long term aims and then worked with us to map out a financial strategy focused on achieving those goals. Simon has advised us how to manage a fairly complex portfolio which has included a couple of cash windfalls; this is always done in a professional and impartial manner.Although we live quite a distance from Paragon, each visit is well worth the 3 hour round trip to discuss any changes to our circumstances and to realign our strategy. We would happily recommend Paragon to anybody in a similar position."
Peter Johnson (January 2010)
“We have been associated with Simon Street and Paragon for 17 years. Simon has always given us sensible and considered advice, and always taken account of our somewhat conservative attitude to investing. Our investments and Simon’s advice have helped us to educate our children, convert a barn and plan for our retirement.Since we moved to Yorkshire 5 years ago the twice yearly Webex meetings have been thoroughly planned and well executed, and even though we are 200 miles away I still feel that Simon has a finger on our investment pulse. Simon always has time to listen. He, and his friendly and helpful team, can manoeuvre quickly should one have a financial crisis. I feel we have an excellent personal relationship with Simon and the Paragon team and trust them all most highly.”
Rosi Keatinge (January 2010)
“Simon has been advising me and my family since 1999. Over this period our circumstances have changed several times and Simon’s advice has been invaluable in helping not only my wife and I, but also my children, father, brother, and nephews and niece with a range of financial planning aspects including mortgages, pensions, care home fees planning, insurances, trust funds, higher education planning, and inheritance tax avoidance. Simon’s advice has not only benefited us financially, but he has proved himself to be reliable, innovative, thorough and responsive and has become a trusted advisor to my family. I would have no hesitation in recommending his services – as I have done many times.”
Christopher Ing-Simmons (January 2010)
“We have been receiving advice from Paragon since the mid nineties. During this time Simon has helped us to establish trust funds to reduce our eventual inheritance tax liability and pension schemes for our children and grandchildren. We had never thought about the benefits of saving into pension plans for our grand children as they are so young. However, the thought of giving them a good start and showing them the disciplines of saving for their retirement from an early age was a particularly attractive recommendation. In addition, we strongly believe that Simon will be there for them and their parents to help them take over the important decisions at the right stage.We trust Simon implicitly because he explains everything very clearly, gives us all the options, and leaves us to make the decisions. He never pressurises us to do anything that we are unsure about. His honesty and integrity are beyond doubt. We have been happy to recommend Simon to friends who have told us how pleased they are with the service they receive.”
Rosemary and Hugh Digby (January 2010)