Our clients
Although most of our clients are situated in the Thames Valley region, some live elsewhere in the UK and a small number are located overseas. No two Paragon clients are the same – their backgrounds and circumstances differ from one to the other, as indeed does the scale of their wealth. Whilst each client has his or her unique goals and objectives, they almost invariably share three key requirements:
Although most of our clients are situated in the Thames Valley region, some live elsewhere in the UK and a small number are located overseas. No two Paragon clients are the same – their backgrounds and circumstances differ from one to the other, as indeed does the scale of their wealth. Whilst each client has his or her unique goals and objectives, they almost invariably share three key requirements:
- They seek advice they can trust
- They need tailor-made solutions
- They demand excellent service
In our view, life, in common with the seasons, comprises four distinct stages:
It is extremely important that your unique life goals are identified at each stage of your life, as everyone has different ambitions and targets. Adopting a life planning approach enables us to establish a strong foundation on which we can jointly build a considered, robust and highly personalised financial plan. Indeed, by investing in Voyant software we help clients to visualise their future, plan their finances and maximise their resources.
Please also click here to assess what life may have in store for you, then watch this video!