Paragon Financial Partners LLP

Paragon Financial Partners LLP is a long established organisation, based in Leeds, which specialises in providing high quality financial services to individuals and companies. The firm provides a wide range of financial planning services to professionals in many fields and has established strong relationships with leading firms of Solicitors and Accountants to provide a comprehensive service to clients. Best Advice From the bewildering range of products offered by Financial Institutions, we always seek to provide a clear understanding, of existing and future arrangements, which is unbiased. Our advisers also actively campaign to raise professional standards in the financial services profession. The Objective Almost nothing is more important than ensuring future financial security - for you, your family and your dependants. Sound financial planning enables you to achieve your long term objectives, to protect yourself and those close to you against unexpected misfortunes. The role of the Financial Adviser is to consider each clients individual financial needs. Following a careful analysis, a full Financial Planning Report can be produced to cover all aspects of the client's requirements and then an agenda can be agreed for implementing and monitoring the agreed strategy. There are no charges made for the initial preliminary meeting, which is totally noncommittal. Once clients needs have been assessed and a clearer picture of the work involved has been determined, details of the costs, which may be incurred, will be provided before any chargeable work commences. Ongoing Service We pride ourselves on the on-going service we are able to provide to clients. Our principal objective is to maintain a high quality service on a regular basis, to analyse and re-assess current arrangements at review meetings, including – Tax Planning – General tax planning, Income Tax, Inheritance Tax and Capital Gains Tax. Estate Planning - Identifying taxable estate, settled and unsettled, establishing estate value, advising on use of annual exemptions, lifetime gifts, wills and trusts, estate equalisation and restructuring. Deposits - Bank, Building Society and National Savings selection and higher rate interest accounts for capital on deposit. Investments - A wide range of strategies and investment mediums, including Unit Trusts, Investment Trusts, OEICs and ISAs etc., are available to suit all types of investor, from the ultra cautious who require guaranteed returns to the adventurous seekers of capital growth, those requiring income and those looking for a combination of the two. Life Assurance and Protection - Researching, selecting and placing into effect the appropriate types of permanent health insurance, whole of life, term, critical illness and endowment assurance contracts for companies and individuals such as for Keyman protection, share/partnership protection, personal and family protection. The Next Step - We would be delighted to discuss the ways in which we may be able to help you ensure your greater financial security in the future. If you would like an introductory meeting, please contact us to arrange an appointment.

Address: Unit 3, Pavilion Business Park, Royds Hall Road, Leeds LS12 6AJ UK

Phone: +44 113 863 0100
FAX: +44 113 322 0426