Overview

Paragon Wealth Managers

Information by Research TrustFinance

https://paragonwealth.co.uk/

Paragon Wealth Managers is a privately-owned financial advisory firm that offers holistic and independent financial planning and investment management to a clientele of private individuals, families, trusts, and charities. As a Chartered Financial Planning firm, they adhere to a high standard of professionalism and ethics. Their mission is to build long-term client relationships by creating tailored financial plans that help clients achieve their life goals, covering areas such as retirement planning, investment strategy, estate planning, and tax efficiency.

Founded in
South Africa

South Africa


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service