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Client Manager
Paul is a Chartered and Certified Financial Planner, who has worked for Paradigm Norton for the past 20 years.
He advises around 100 of the firm’s clients on various investment, pension, and estate planning matters. This service involves establishing each client’s goals, designing an investment strategy to help them meet these goals and monitoring the strategy on an annual basis. Alongside this core service, Paul helps clients review their estate planning position, approach to charitable giving and financial protection needs.
This holistic approach to combining life and finances hopefully leads to significant financial peace of mind for all clients.
Outside of work
Away from work, Paul likes to keep active enjoying cycling, swimming, and skiing. To relax, Paul enjoys getting outdoors, especially to the beaches of Cornwall and West Wales. He also attends a large church in Bristol, with faith being an important part of his and his family’s life.
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
