We think about financial planning differently. Rather than filling you with fear, or dropping to the bottom of the list after all the interesting stuff, we think planning for the future can and should be embraced and prioritised. For us, it's about helping you stop, reflect and consider what you really want out of life: your dreams, hopes, values, aspirations and passions.
We help you to answer these important questions. And we create a financial action plan and a values-led investment strategy that provides focus and direction for your life journey. Taking a responsible approach to investing: many of our clients acknowledge the relevance of environmental, social and governance factors in their investment decisions, so wherever possible, we replace conventional funds with responsible equivalents.
We help you to answer these important questions. And we create a financial action plan and a values-led investment strategy that provides focus and direction for your life journey. Taking a responsible approach to investing: many of our clients acknowledge the relevance of environmental, social and governance factors in their investment decisions, so wherever possible, we replace conventional funds with responsible equivalents.
Services
We look at money and wealth creation from a different perspective. We help you face planned and unexpected change with fresh eyes and original thinking. It's not just about accumulating or managing wealth, it's about using your wealth to help you realise your life's goals.
Whether you're setting up a business, planning your retirement, changing jobs, moving house, or going through a separation, we can support you and advise on the best steps to take.Our approach to investing focuses on sustainability - an area that has been ignored by the investment management industry until recently.
Whether you're setting up a business, planning your retirement, changing jobs, moving house, or going through a separation, we can support you and advise on the best steps to take.Our approach to investing focuses on sustainability - an area that has been ignored by the investment management industry until recently.
Paradigm Norton, where financial planning is about your life, not just your money. Founded in 2001, we have one clear aim: "To impact the lives of our clients, our community and our team for the better, for ever."
We are one of the largest independent financial planning companies in England, serving more than 1,400 families with over 1.2 billion of assets under our management and employing over 85 people across four offices: Bristol, London, Exeter and Torquay.Being employee owned means we're free to make impartial recommendations and we're structured into teams that each service a small number of clients.
We are one of the largest independent financial planning companies in England, serving more than 1,400 families with over 1.2 billion of assets under our management and employing over 85 people across four offices: Bristol, London, Exeter and Torquay.Being employee owned means we're free to make impartial recommendations and we're structured into teams that each service a small number of clients.
Our financial planners are either Chartered Financial Planners, Certified Financial Planners, or, most likely, both. Meet the members of the Paradigm Norton family, ready to support you on your financial planning journey. Paradigm Norton Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
Financial planning isn't a one-off activity; it's a journey which spans a lifetime, aligning your personal goals, your values and your ambitions with your money. Our financial planners work with you to understand your life goals and plans; to get to know what makes you tick and to ensure your capital is invested in a way that aligns with your personal values.
Investing the allocation of your capital should be led by your personal goals and your future ambitions. When it comes to building your investment portfolio, we will ensure your money, your values and your planned goals are perfectly aligned. Investment is an integral part of any financial plan which is why we have several options available.
Reviews (1)
Robin Lambert
Jun 24, 2021
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We have invested through Paradigm Norton for the last 10 years. The advice has been superb, and delivered in a friendly and professional way. The value of our portfolio has increased way beyond our expectations. We cannot fault them, and would strongly recommend them to everyone. Robin & Sue Lambert.
