Introduction
People, Planet, Profit. Personally.
Sometimes the B Corp we lead can feel like an extension of our bodies. It expresses our deep care for the wider impact of what we do and our commitment to using our business as a force for good. We conduct business in alignment with our principles.
But how often do you stop to think about how this applies with your personal finances? Is your money working in a deliberate fashion to support your purpose? Or are you in need of a plan.
Are there conflicts between the companies you are invested in and your personal values? Have you adequately protected the people you care about? Or perhaps you are the neglected stakeholder in your finances.
We’d love to help you navigate the journey and enable you to bring a sense of purpose to your personal finances.
Why think like a B-Corp...
...with your money?
When we make decisions for purpose‑driven businesses, we naturally think about People, Planet and Profit. We scrutinise who we partner with, how suppliers treat their teams, the impact they have on the environment, and whether they create profit responsibly. Applying this care to business decisions comes easily.
Doing the same with our personal finances is harder. The growth of the B Corp movement does mean there are now more ways to align our everyday choices with our values. But our money life goes far beyond what we spend today.
Applying B Corp principles to your personal finances might mean protecting the people you care about, understanding the impact of the companies you invest in, and funding a purposeful life.
As a leading financial planning B Corp, we’re well placed to help you join these threads together – supporting long‑term planning, thoughtful investing and confident decisions that allow your wealth to contribute to a better future for people, planet and prosperity.
How we help
B Corp Leaders
How do we help B Corp Leaders?
It’s far simpler than becoming a B Corp. We begin by getting to know you – the people who matter in your life, your journey so far, and the values that guide you. From there, we help you understand your financial picture: what you own and owe, what you earn and spend, plus your plans for the future.
Using cashflow forecasting, we’ll map your financial future, highlighting risks, pinch points and opportunities. This becomes the foundation of your financial plan and something we’ll revisit together as life evolves.
Your sense of purpose then shapes the strategy. We’ll review the funding you need, how your money is invested, and the protection required if life throws a curve‑ball. We’ll also help you consider the impact your investments have on people and planet. This is just the start. We’ll provide ongoing support to help you move forward with confidence and adapt as life, priorities, and your plans develop.
Who can we help?
It’s not just leaders and founders who choose the B Corp path – many people are drawn to its focus on People, Planet and Profit, including much of our own team.
We work best with those who share our values, have built some wealth, and want their finances to reflect what matters most. Whether you’re approaching a transition, aiming to align your money with your principles, or simply seeking confidence that your finances support the life you plan, we’re here to help.
We can help with:
- Philanthropy
Still have questions or want to know more?
Ready to talk about the future?
Can we help? Guiding B Corp leaders with purposeful, sustainable financial planning.
Values
Why choose Paradigm Norton?
We believe true financial planning for business owners isn’t just about numbers; it’s about lives. That’s why we always put you, your values and your future at the heart of every conversation. Our approach ensures that every strategy we craft is deeply aligned with what matters most to you, securing not just your wealth, but your wellbeing.
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 along 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. Becoming a BCorp in 2019 has profoundly changed us as a business and we are incredibly proud of the work we have done, including becoming the ‘most improved’ UK BCorp in 2023, when we managed to increase our score to 148.
Watch back
Working with Business Owners
When transitioning your business to an Employee Ownership Trust (EOT) structure, you’re embarking on a significant life event with profound financial implications. At Paradigm Norton, we understand the unique challenges and opportunities this transition presents.
Team
Our Team
Talk to one of our experts today and let’s begin shaping your next chapter.
Read
Free Financial Planning Guide
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.
Read
Impact Report
We believe that business has a critical role to play in solving society’s most challenging problems. Download our latest Impact Report to find out how we put people, planet, profit at the heart of what we do.
Free financial planning resources
Helpful tools and guides to start planning your financial future with confidence.
Questions
B Corp Leaders FAQs
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.
How do you approach financial planning for a B Corp business owner?
Our approach starts with you – your values, your lifestyle goals, your responsibilities as a business owner, and the impact you want your wealth to have. We help you build a personal financial strategy that supports both your future and your purpose, without asking you to compromise either.
Can I align my personal investments with B Corp values?
Absolutely. We help you invest in a way that reflects your commitment to people, planet, and long-term sustainability. That means carefully selecting investment solutions that consider environmental, social, and governance factors while still keeping your personal financial objectives firmly in focus.
How do I protect my personal financial future while growing my business?
Many B Corp owners reinvest heavily into their business and delay personal planning. We help you create clear separation and balance between business growth and personal security – ensuring you’re building wealth, protecting your family, and creating options for the future, even as your company evolves.
What should I be thinking about personally when preparing for B Corp recertification or future exit?
Beyond the business process, recertification and eventual exit both have major personal financial implications – from income planning and tax efficiency to pensions, lifestyle funding and legacy goals. We help you plan ahead so these milestones support your life, not just your company’s next chapter. As an employee-owned, B Corp ourselves, we understand the challenges you’re facing and can help you talk those through.
Do I need financial planning if my business is already successful?
Yes – especially then. Business success doesn’t automatically translate into personal financial security or freedom. Strategic personal planning helps you turn today’s success into long-term stability, flexibility and the ability to make choices that continue to align with your values.
This content is for informational purposes only and does not constitute financial advice. It should not be considered a recommendation to buy, sell, or hold any investment. Seek independent financial advice before making any decisions.
The information provided is based on our understanding of current legislation and may be subject to change.
Tax planning is not regulated by the Financial Conduct Authority. The tax treatment depends on individual circumstances and may be subject to change in the future.
The value of any investments, as well as any income which they generate, can fall as well as rise. You may get back less than you have invested.