About Us | Trusted Financial Advisers

Introduction

Financial planning with purpose

Our team, made up of 60% women, now looks after more than 1,300 families, with £1.5bn of assets under management, focusing on sustainable investment that fuels growth while contributing to a better future.

As an employee-owned business, with offices in Bristol, London and Exeter, we put clients at the heart of every decision. And, as a Certified B Corporation, we hold ourselves accountable not just to our clients but to our community and the planet. Finally, through the Paradigm Norton Trust, we give back by supporting charities and initiatives that create lasting change.

Real stories

Nick Park
Director & Animator

“I’ve been with Paradigm Norton for some years now and it’s always been reassuring to know, while being very professional, they are also very personable and always have your interests at heart.”

Multi-award-winning financial planners

We’re proud to be recognised as one of the UK’s leading financial planning firms.

Values

Why choose Paradigm Norton?

Financial planning should be about more than numbers. It’s about helping you live a life that reflects your values and priorities.

We know that financial planning isn’t always something people look forward to, which is why we invest so heavily in our distinctive approach to finance.

That’s why our clients don’t just choose us for advice; they choose us to turn their values into action.

Personalised financial planning strategies

We start the financial planning process with the most important part – You. We’re not here to show you the way: we’re here to guide and navigate you through a path of your own choosing.

Tried, tested, support from Chartered Financial Planners

As one of the largest independent financial planning companies in England, serving more than 1,000 clients, we’re not just Chartered Financial Planners… we’re tried and tested financial partners.

Values-led ethos

Being a values-led company means purpose runs through everything we do. And, it’s this ethos that has earned us recognition over the years, including being awarded the PFS Chartered Financial Planning Firm of the Year, and being named Citywire New Model Adviser of the Year twelve times.

B-Corp

As a Certified B Corporation®, we balance profit with purpose, people, and the environment.

How we help

We help you make sound financial
decisions to ensure a life well lived,
not just money well preserved.

Business owners, entrepreneurs, creatives, lawyers, executives and professionals all trust Paradigm Norton with their financial planning. Clients are typically goal-focused, wealthy individuals who recognise the need for structure when it comes to finances. Life is demanding and busy enough; it makes sense to delegate the daily management and planning of your financial resources.

Guided by our values, we devote a significant amount of time and attention to each client. In recent years, we’ve helped one client retire five years earlier than anticipated, another embrace a four-day working week to spend more time with their family (without compromising their lifestyle) and for another we created an affordable yet ambitious bucket list they are steadily working through!

Our team of financial experts will work closely with you to build a lasting professional relationship, allowing us to advise, plan and oversee your financial affairs.

After all, you can’t take your money with you.

We can help with:

Still have questions or want to know more?

People, Planet, Profit

Proud to be a Certified B Corporation

It’s our culture that makes Paradigm Norton such a unique place to work. Back in 2017, we were growing rapidly and we asked ourselves how we could best ensure the DNA of Paradigm Norton remains strong in the long-term.

We wanted to protect our heritage and so began the journey of becoming a B Corp – a new kind of business that balances purpose and profit. This has added a new lens to the way we make our decisions ─ we live and breathe our beliefs that people and the planet should be weighed alongside profit.

In September 2019 we became a Certified B Corporation, which means Paradigm Norton meets the highest standards of verified social and environmental performance, public transparency and legal accountability to balance profit and purpose.

Our purpose

Investing with purpose; giving with impact

We believe money should make a difference for our clients, our society, and our planet. That’s why we take a sustainable approach to investment, offering portfolios that consider environmental, social, and governance factors while fuelling long-term growth.

Beyond investments, we give back through The Paradigm Norton Trust, which has donated over £600,000 to nearly 300 charities since 2007, supporting local causes, education projects, and communities around the world.

For us, responsible investing and purposeful giving are two sides of the same coin: helping clients grow their wealth while creating a positive legacy.

Our Values

Our values are in our DNA.
Discover what guides us.

People matter

We value the importance of everyone.

“Everyone” encompasses clients, team members and all our stakeholders, as well as the wider society upon which we have an impact. Clients are at the heart of all that we do and we recognise the significance of our role as financial planners. We value our team members, their work life balance, and the contribution that each can make to the on-going success of our business, and the lives of our clients. Through the Paradigm Norton Trust, we are able to make a positive impact within our local community and overseas.

Actions speak louder

We value the impact of our actions.

It is what we do that matters, not what we say we are going to do. Through our actions, we are able to demonstrate our integrity, competence, and professionalism. We recognise that our actions are pivotal; not only to how we are perceived by all our stakeholders, but also to how we are perceived within our profession.

Setting the bar high

We value the significance of continued improvement.

Everything we do, we seek to do to the highest standards, recognising that our reputation hinges on the service we offer clients. We are therefore committed to innovation and incremental improvements, constantly striving to improve what we do and how we do it. Setting the bar high provides a foundation for continued innovation and exceeding the expectations of our clients. It is in maintaining standards, by balancing the recruitment of new clients and new team members at a manageable pace, that we are able to keep the bar high.

Building for the future

We value the importance of building a legacy.

We embrace our responsibility to build for the future. We are passionate about building long-term relationships with our clients and we are equally passionate about the long-term success of our business, thereby ensuring that our values and our positive impact on the world endure. We encourage our clients to think long-term in their planning and we do the same. We also value the contribution we can make to raising the profile of the global financial planning profession.

Team

Meet our team

We think about financial planning differently. Rather than something you put off, or something that feels too big or too hard to start, we think planning for your future can and should be embraced and prioritised.

About Paradigm Norton