The named quotations below were received when we first established our website in 2010 and its great to see these advocates are still clients today. For some more recent examples please click here or visit our TCF section for our product and service reviews.
“We were first introduced to Paragon in the late 90’s. Until this point, we had always been sceptical about financial advisors, however we recognised that we needed help and guidance to maximise our retirement funds. Simon explained the benefits of taking a holistic approach and we soon realised the need for honest and open discussions regarding our financial position, goals and objectives. Simon also helped us to visualise our retirement lifestyle and our retirement journey soon appeared clear. A robust strategy was designed, aiming at achieving our goals and we felt more comfortable about our future.Over the years our circumstances and needs have changed and it has been important to fine tune the original strategy. We appreciate the time that Simon and his team has taken to review, analyse and advise us on our pension and investment funds. After trusting Simon’s advice we have now achieved our original goal and are now in a position to reap the rewards, before we get too old to enjoy it! We have been extremely happy with the service from Paragon - our only regret is that we didn't talk to them earlier!We have also been happy to recommended Simon and Paragon to friends and colleagues and they have told us how grateful they are to find a company they can trust to give them reliable advice and service.”
Hedley & Maxine Bardsley (March 2010)
“Over the past 10 years Simon Street and Paragon have been an instrumental part of my family’s finances, both personally and commercially. Although our affairs were managed before this period, Simon has created firmer foundations for our finances, delivered superior returns whilst providing the stability we require. The advice and service we have received has been developed to match our family’s ever changing circumstances.Simon has helped numerous members of my family throughout the different stages of their lives, advising on many products from mortgages, life assurance, pensions, investments and even trust funds for children and grandchildren. Using his wealth of knowledge, experience and judgement we have gained a higher degree of financial strength and security.Simon’s help has extended beyond normal financial planning boundaries too. Using his experience and understanding of the market and of our company, he has helped us form robust business strategies for the future and positively influenced a number of our key decisions.Simon’s advice has been hugely valuable to us all, and we look forward to many more years with him managing our finances.”
Tristan Stubbs of Toad Hall Garden Centre (February 2010)