Award-winning financial planning firm

Paradigm Norton was founded in 2001 with a clear aim, “To impact the lives of our clients, our community and our team for the better, for ever.”

We are multi award winning and one of the largest independent financial planning firms in Bristol with our office on Macrae Road, serving more than 2,000 clients across the UK.

 
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Families Served across the UK
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Paradigm Norton Established
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Female Team Members

Local Financial Planner in Bristol​

Our experienced team in Bristol are able to provide a full range of services, including Financial PlanningInvestment ManagementTax Planning and more.

We take a responsible approach to investing, and make sure we acknowledge different social and environmental factors when working with our clients, as we structure their investment portfolios. 

We are proud of our innovative and ‘out of the box’ thinking when it comes to financial planning. We want to encourage our clients to embrace and prioritise their future and we look at financial planning as a way of liberating them and giving them an opportunity to pursue their wider life goals, interests and passions.

We help clients create a financial plan that will help them to meet their financial goals, provide direction for their life and feel confident about their investments.

Who are Paradigm Norton?​

Paradigm Norton provide financial planning services across the UK, including Bristol. We are proud to be focused on helping you to make the best financial decisions for you, to ensure a life well lived, not just money well preserved.

We are one of only a few financial planning businesses that have a dedicated, in-house tax team, which is vital to ensure you get the best advice possible. Whether you require advice on investments or with retirement planning, you can rest assured that with our expert Bristol team, you will receive high quality financial advice, tailored to meet your requirements.

With over 90 employees across our four offices, we have dedicated team members who will be able to provide a service tailored to your requirements. If you would like to speak to one of the team in Bristol, you can call us on 01275 370 670 or if you would like to visit us please see the location details below.

Meet our Bristol Financial Planners

Financial Planning
Adrian Bryant
Senior Financial Planner
Financial Planning
Caroline Harris
Financial Planner
Financial Planning
Caroline Leech
Client Manager
Financial Planning
Caron Whitham
Financial Planner
Dan Limb Financial Planner
Financial Planning
Daniel Limb
Senior Financial Planner
Financial Planning
George Stephens
Financial Planner
Uncategorised
Hayley Hanley
Senior Financial Planning Assistant/Executive Assistant
Financial Planning
Jade Truckle
Financial Planner
Financial Planning
Janette Fergusson
Executive Assistant
Financial Planning
John Magee
Financial Planner
Financial Planning
Kate Morris
Financial Planner
Financial Planning
Katie Wright
Senior Financial Planner

How to find our Bristol office

Bristol

Paradigm House
Macrae Road, Ham Green
Bristol
BS20 0DD

Our opening hours are 9:00am to 5:30pm Monday to Friday

01275 370 670

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Contact our Bristol team

Got a question you’d like us to answer? We’ve been in business over 20 years, so chances are someone has already asked it! Book an informal chat with one of our team and find out if we’re the missing piece in making money work for you.