We offer an initial exploratory meeting in order to introduce ourselves, discuss your service expectations and explain our service offerings and the associated fees. We do not levy a fee for this appointment and complete the meeting at our cost.

After the introductory meeting we will issue you with an illustration of our charges for each stage of our financial planning process. This illustration will be based upon your unique service requirements and designed to best meet your lifetime goals. If this is acceptable to you we will ask you to sign a Fee Agreement. For further details please see the following documents:

* Paragon Brochure
* Paragon Menu of Fees & Charges
* Paragon Mortgage Brochure
* Privacy Notice

As Warren Buffett famously once said, 'price is what you pay. Value is what you get'.

If you wish to receive a quality service, the cost is not cheap. However, as you have hopefully seen, our clients believe our service is invaluable. We also suggest that you avoid trying to complete complex financial planning yourself, simply to reduce your fees and seek professional guidance. Indeed a research report completed by the International Longevity Centre UK in July 2017, confirmed that consumers who sought advice accumulated approximately 20% more financial and pension assets than those who didn't.