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Financial planning isn’t a one-off activity; it’s a journey which spans a lifetime, ensuring your money supports your personal goals, values and ambitions. We understand that each person’s journey is unique, and there’s no one-size-fits-all solution when it comes to financial planning.
Our clients want to delegate detailed financial matters to someone who understands and can align their personal goals to their financial situation.
We think about financial planning differently. Rather than filling you with fear, or dropping to the bottom of the list, we think planning for the future can and should be embraced and prioritised.
What if it helped you fulfil your real purpose?
For us, it’s about helping you stop, reflect and consider what you really want out of life: your dreams, hopes, values, aspirations and passions. We help you to answer these important questions. And we create a financial action plan and a values-led investment strategy that provides focus and direction for your life journey.
Financial planning is a long-term activity that aligns your personal goals to your financial situation. By taking a holistic view of your financial position we create a personal financial plan unique to you, that incorporates some technical and complex topics.
We can help with:
Attentive listener. Sounding board. Devils advocate. Your financial planner will keep you on track and will be there when most needed. We operate on a fee basis and will make you fully aware of our professional fees and charges before engagement.
Investing places your capital at risk and the values of investments can go down as well as up. Cashflow and Tax Planning are not regulated by the Financial Conduct Authority.
Our financial planners work with you to understand your life goals and plans; to get to know what makes you tick and what is important to you. Everyone is different.
We help you build a solid financial plan based on what is important to you – and then put that plan into place, often through the investment of your capital*. We help plan for the life events that may knock you off course and we steer you in the right direction.
There could be a variety of reasons why it may be helpful for you to appoint a firm of financial planners.
Of course, people often feel they need more guidance in times of investment market turmoil or a significant life event but there are many reasons to seek the help of a Financial Planner, such as:
We are here to help guide you through all of your significant life events, providing you with uncompromisingly client-focused financial planning.
Our aim is to make a difference to your life and to delight you with the work we do and the way we do it. Our team of financial experts will work closely with you to build a lasting professional relationship which will allow us to advise, plan and oversee your financial affairs.
We will help you to make sound financial decisions to ensure a life well lived, not just money well preserved. After all, you can’t take your money with you. Our values and strategy allow us to devote a significant amount of time and attention to each of our client relationships. Over recent years we have helped one client retire five years earlier than anticipated, another reduce to a four-day week to spend more time with their family without compromising their lifestyle and for another we have helped create an affordable yet ambitious ‘bucket list’ that they are steadily working through.
Alan Lakein
Paradigm Norton is a financial planning company, and what we do is financial planning.
It’s our passion
It’s our purpose
It’s what we are good at
It’s what we are known for
It’s our service
Our focus on people doesn’t end with you. We have built a team of talented and highly qualified professionals across our client-facing and operational roles.
Most of our Financial Planners are either Chartered Financial Planners, Certified Financial Planners, or, most likely, both. We continue to seek excellence in all that we do and have won numerous awards over many years. We are the only financial planning firm to have won the prestigious Citywire New Model Adviser award twelve times, most recently in 2023.
At Paradigm Norton, we understand that each person’s journey is unique, and there’s no one-size-fits-all solution when it comes to financial planning.
In the hustle and bustle of everyday life, it’s easy to overlook crucial aspects of your financial wellbeing.
This guide is designed to prompt thoughtful reflection on important questions that often get lost in the shuffle. From understanding your spending habits to contemplating your life goals and values, this guide aims to uncover the key elements that shape your financial decisions.
To empower you on this journey, we’re sharing the top questions you should be asking yourself to kickstart your financial planning journey, including;
Our financial planners build long-term relationships to help guide, coach and navigate you through life’s key money challenges. We’ll reassure you, give you a sense of control, confidence and freedom to pursue your broader life goals.
The content in this section should focus on some specific areas of financial planning to help target keywords such as:
– Family financial planning
– Inheritance financial planning o Succession financial planning
– The recommendation of this section is to provide good summaries for each of these, whilst also setting up a strong future link and direction to new pages.
Tony Robinson
Actor and TV Presenter
Our core portfolio, Paradigm Norton Responsible (PNr), focuses on environmental, social and governance (ESG) practices, whilst following our evidence-based investment philosophy, investing widely at low cost. PNr invests primarily with fund managers who focus on engaging with companies (on your behalf, using your voice as a shareholder) to encourage them to make positive changes.
We also support investing more ‘intentionally’ with planet and people more front of mind through our Paradigm Norton Intentional (PNi) portfolio. A portion of the portfolio invests into companies whose products or services contribute to potential solutions to several of the UN Sustainable Development Goals, (whilst still seeking to achieve financial return).
We are big advocates of the power of charities and offer support with charitable giving for those who are philanthropically minded.
Financial planning isn’t a one-off exercise. It is our job to keep you on track throughout your life.
We revisit your plan annually to account for changes in your personal life, the economy, legislation and investment markets, proactively reviewing and amending your plan to confidently deliver the results you set out to achieve.
This content can be used to summarise and round off the page, including mentions of the core keywords and providing an encouragement to individuals to get in touch with PN.
Expand upon the content and highlight/reiterate the experience of PN, the key verticals that are trying to be targeted and any other key information around financial planning services.
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.
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
