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Financial Adviser in Billericay: Welcome to Paragon IFA
Introduction to Paragon IFA
At Paragon Independent Ltd, we offer independent financial advice on a personal one to one basis. As IFA's, we work on behalf of our customers not the product providers. Our aim is to create a relationship based on trust and an understanding of our client's particular circumstances to help them achieve their financial goals and aspirations. In total we have over 200 years of experience in providing solutions to our customers' financial planning requirements.
Our Services
A financial adviser is for life! New products enter the market, legislation changes, changing market conditions; change in personal circumstances.... as financial advisers we are there to keep an eye on your products and investments to make sure they continue to be right for you.
A financial adviser offers you peace of mind. We make sense of a hugely complex area to help you make the most of your income and assets. Utilising the expert knowledge of a good independent financial adviser can take the worry away from you.
Key Areas of Advice
Protecting your family - life assurance, income protection, mortgage protection.... there are hundreds of products available but we will assess your situation and recommend the best options for you.
Planning your spending & saving - money for university fees, holidays, home improvements or just saving for a rainy day.... we can help you plan your spending so that you save as efficiently as possible to achieve your goals.
Planning for retirement - this is a complex area with many options available. We can explain the many rules surrounding pensions and help you to build a pension fund to suit your needs.
Tax efficient financial planning - save money by maximising tax benefits available to you. We offer advice covering income tax, capital gains tax and inheritance tax planning.
Call Christine on 07717 384504 or 01268 284050 for full details of Paragon Independent's services and to arrange an initial meeting to discuss your financial circumstances, needs and objectives. This meeting is free of charge and there is no obligation. All information gathered and recorded is done so in strictest confidence and used only for the purpose of advising clients. Meetings are held in the comfort of the client's own home at a mutually convenient time.