Financial Planning Assistant
Beverly joined Paradigm Norton in January 2024, having worked previously with other Financial Planning firms. Beverly has over 20 years experience in the Banking sector, following working for Lloyds Banking Group, and is therefore well versed in client-facing roles, including supporting the Private Banking and Advice Managers and their clients.
Beverly works in the Bristol office, where she supports Lee Dunn, David Burridge and Katie Wright and their clients.
Outside of work
Beverly likes the outdoors and spending time with family and friends. She enjoys rugby, and her partner is a Bath Rugby season ticket holder. Beverly has two cats who are her ‘fur babies’, and she an avid animal lover. She supports Battersea Dog & Cats, where she sponsors a ‘Cat Cabin’.
Talking about money might not be at the top of your agenda, but we can transform your financial journey into something conscious and rewarding. Grab a cuppa for an informal, no obligation chat with one of our experts to see if we could be the right fit for you.
Paradigm Norton Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
Our FCA Register number is 455083
Registered in England Reg
No 4220937, VAT Reg. No 918550904
