Your money, your values

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.

“Planning is bringing the future into the present so that you can do something about it now.”

Alan Lakein

Financial Planning is what we do

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

It’s what we deliver to clients

And it’s our complete future focus

Are you ready to take charge of your financial future?

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. To empower you on this journey, we’re sharing the top questions you should be asking yourself to kickstart your financial planning journey.

Kickstarting your financial planning journey​

Strong convictions? Us too.

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.

Our clients can have strong convictions when it comes to investing capital. They often want their portfolios to consider more than just profits and seek to consider people and the planet when choosing investments.

Business as usual is threatening the planet and people’s lives in the future.

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.

What is financial planning?

Our clients want to delegate detailed financial matters to someone who understands and can align their personal goals to their financial situation. Financial planning is a long-term activity 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.

Peace of mind

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.

Contact us

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.