Award-winning financial planning firm

In 2001, Paradigm Norton was founded 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 Exeter, serving more than 1,000 clients across the UK.

Families Served across the UK
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Paradigm Norton Established
Client Funds being Managed
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Partners of Paradigm Norton
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'B' Corp Financial Business
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Employee Owned
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Financial Planning in Exeter

Our experienced team in Exeter 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.

Who are Paradigm Norton?​

Paradigm Norton provide financial planning services across the UK, including Exeter. 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 Exeter 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 Exeter, you can call us on 01392 272 525 or if you would like to visit us please see the location details below.

Meet our Exeter Financial Planners

Financial Planning
Charlotte Vanston
Financial Planner
Financial Planning
Emma Mitchell
Financial Planner
Exeter Financial Planners
Kate Munn
Financial Planning Assistant
Financial Planning
Lisa Harris
Financial Planning Assistant
Exeter Financial Planners
Tom Desborough
Client Manager

How to find our Exeter office


9 Orchard Court
Heron Road, Sowton

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

01392 272 525

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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.