Introduction
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.
How we help
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 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.
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.
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. 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.
*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.
There could be a variety of reasons why it may be helpful for you to appoint a firm of financial planners:
Money matters, but life matters more.
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.
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.
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.
Money matters, but life matters more. Our motto bleeds into everything that we do, from connecting you to responsible investment strategies to enabling you to build a brighter future, with a lighter footprint.
As a Certified B Corporation®, we balance profit with purpose, people, and the environment.
Not all of our clients want to understand the intricacies of their finances. Butter Wakefield talks to us about her relationship with money and why outsourcing financial planning gives her the confidence to concentrate on her strengths and growing her garden design business.
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.
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Read
It’s easy to overlook crucial aspects of your financial wellbeing and there’s no one-size-fits all solution when it comes to financial planning.
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.
Helpful tools and guides to start planning your financial future with confidence.
Here are some of the most common questions we’re asked about financial planning and how we help guide you every step of the way.
Financial planning isn’t a one-off exercise. It is our job to keep you on track throughout your life.
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.
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.
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.
Paradigm Norton
© 2025
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
