Securing Your Family’s Future: The Importance of Comprehensive Financial Planning
The critical realm of securing your family’s future through comprehensive financial planning can be a tricky one. Learn how to do it here.
B-Corp IFA firm perspective
Following the ‘Autumn Statement for Growth 2024’ , the Chancellor announced his ‘Budget for Long Term Growth‘. In a speech laden with political potshots and name drops it is hard to ignore the warmup for an election. Further cuts to National Insurance, changes to Child Benefit, a new UK ISA, and measures targeting non-domiciled individuals […]
Legacy Planning: Crafting Your Enduring Footprint with Paradigm Norton
In the grand tapestry of life, each of us weaves a unique thread – a legacy that extends far beyond our years. Legacy planning isn’t just about the distribution of wealth; it’s about leaving behind a lasting impact that reflects our values, aspirations, and the footprint we wish to imprint on the world. At Paradigm […]
Holistic Wealth: Beyond Finances to Wellbeing
Financial freedom is a journey, not a destination. At Paradigm Norton, we understand that each stage of life brings unique challenges and opportunities. Our commitment to empowering individuals extends beyond traditional financial planning – it’s about guiding you towards financial freedom at every life stage. The Foundation of Financial Freedom: Laying the Groundwork for Life’s […]
Empowering Engagement – How Paradigm Norton is encouraging the investment industry to change
Written by Steve Watters, Head of Impact We’re committed to helping to build a more engaged financial adviser community by promoting fund manager accountability. Back in 2023, our Head of Impact, Steve Watters, spoke at the Impact Investment Academy conference. Run by Worthstone, the conference theme was Agents of Change and it delved into how […]
Unlocking Investor Influence: Research Insights for Stronger Engagement with Companies
Written by Steve Watters, Head of Impact Many investors want their investments to align with their ethical values, and one of the ways to try to drive positive change through sustainable investment is via fund managers engaging with companies. This relies on fund managers leveraging their position as major shareholders to attempt to actively influence […]
Summary of our 2023 Impact Report
We’ve made it our vision to profoundly impact the lives of clients and we want to redefine what great financial planning means. Our 2023 Impact Report has just been released and part of this is our 2023 B Corp score, which shows the progress we have made since 2019. Below is a breakdown of our […]
Impact Report 2023: The impact and value of our employee ownership trust board
We are a proud employee-owned business; all our employees are partners in the business. This means that every single one of us are committed to making a positive contribution – to both our on-going organisational growth, and to the wider world. Being employee owned means we can transition ownership to the next generation, while maintaining […]
Impact Report 2023: How the Paradigm Norton Trust is making an impact
Giving back has always been important to us. Long before becoming a B Corp, we started The Paradigm Norton Trust to enable our philanthropy. For over 16 years, we’ve proudly supported local and global charities. In the last year we have donated £60,000 to causes we care deeply about. We’ve also strengthened ties with these […]
Impact Report 2023: Our impact through governance – building for the long term
When it comes to governance – how decisions are made and who is accountable – we want to build for the long term in line with our core value of ‘setting the bar high’. So, we were thrilled that one of the biggest gains in our B Corp score in 2023 was in governance – […]