Introduction
Purpose driven
financial planning
Navigating the responsibility of investing charitable funds can feel overwhelming especially when those funds come from a legacy, property sale or generous gift. Trustees often feel hesitant, unsure and deeply aware of their duty to steward money well.
If you have limited financial expertise on your board, the fear of making the wrong decision can lead to inaction. We’re here as your trusted ally, offering peace of mind and tailored investment guidance aligned to your charity’s purpose. Together, we’ll make responsible, mission-driven decisions that deliver the returns you need to sustain and grow the vital work you do.
How we help
About Charitable Financial Planning
How do we help Charities?
We provide charities with peace of mind by truly understanding their unique needs – whether that’s achieving a reliable return, helping to build a financial plan for the future or ensuring effective use of funds. Our transparent approach offers reassurance and clarity, helping trustees confidently navigate complex financial decisions and reach a clear understanding of the best path forward.
Drawing on 18 years of experience running our own charitable trust, we build long-term relationships, offering ongoing support and regular reviews to adapt as your charity’s needs evolve.
Why is working with a financial planner important?
Financial stewardship is critical to a charity’s ability to fulfil its mission and maintain donor trust. Without expert guidance, trustees can struggle to make informed decisions, introducing unnecessary risk. Our deep familiarity with charity operations and trust management helps prevent common pitfalls, turning challenges into opportunities. By ensuring transparent, responsible financial planning, we empower charities to confidently manage resources, maximise impact, and sustain their vital work over the long term, helping them continue to make a difference in their communities.
Who can we help?
Our services are designed specifically for trustees, registered charities and charitable trusts who seek expert guidance in managing their finances responsibly. Whether you’re new to financial planning or looking to strengthen existing processes, we support those entrusted with stewarding charitable funds. We understand the unique challenges charities face, from regulatory requirements to balancing mission goals with financial sustainability. If you want clear, tailored advice that helps you make confident decisions and ensures your charity’s long-term success, our experienced team is here to help every step of the way.
We can help with:
- Financial Planning
- Investment Management
- Philanthropy
- Sustainable Investing
- Evidencing Responsible Decision Making
Still have questions or want to know more?
Ready to talk about the future?
Planning for the future brings peace of mind for you and for the causes you care about most.
Values
Why choose Paradigm Norton?
Our experience in helping charities manage their finances speaks for itself. We pride ourselves on becoming your trusted financial partner.
We bring 18 years of hands-on trust experience, offering expert, trusted guidance tailored to your charity’s unique needs.
We know you’re doing important work; we’re here to provide trusted financial support so you can keep making a difference.
Money matters, but life matters more. Our motto flows through everything that we do, from connecting you to responsible investment strategies to enabling you to build a brighter future, with a lighter footprint.
As a Certified B Corporation®, and an employee-owned business we balance profit with purpose, people and the environment.
Team
Meet our experts
We think about financial planning for charities differently. Rather than filling you with fear, or dropping to the bottom of the list, we think planning for the future is essential for charities looking to continue making a difference.
Read
Brochure
Free financial planning resources
Discover our free financial planning resources to help you take control of your finances.
Questions
Charitable Financial Planning FAQs
Want to know more for financial planning for charities? Take a look at our FAQs for more information.
Do charities pay tax on investments?
No, charities do not pay tax* on investment income as long as the funds are used exclusively for charitable purposes.
*Tax planning is not regulated by the Financial Conduct Authority.
As a charity do we need to receive advice in order to invest?
No, it’s not required, but getting professional advice can help achieve better results and demonstrate that you’re fulfilling your duties as trustees responsibly.
How often can we meet with you?
We can meet in person or online, at least once a year or more if needed. Our team is always available to answer your questions and can attend Trustee meetings whenever required.
