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Free one-hour financial planning surgeries

Financial Planning Week 2020

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Financial Planning Week 2020 - Live your today, plan your tomorrow

Monday 5th to Sunday 11th October 2020


Free One-Hour Financial Planning Surgeries


Paradigm Norton are offering a free one-hour surgery, which will allow you to ask questions on all aspects of your personal finances. These will typically include questions on budgeting, saving, planning for retirement etc.

Financial planning however, unlike financial advice, starts with a series of questions focused on you and what you want to achieve in life, so that your goals and values clearly align with how you spend your income and build your capital.

 

We are once again thrilled to be supporting ‘Financial Planning Week 2020’.

For many years we have supported the Chartered Institute for Securities and Investment (CISI) initiative and their desire to see more people impacted by experiencing working with an accredited and leading qualified Certified Financial Planner.

You can find more information about Financial Planning Week 2020 at the CISI website.

Financial Planning Week is an initiative that is supported by many of the UK’s leading and accredited financial planning businesses. Paradigm Norton were the inaugural winners of the CISI ‘Accredited firm of the Year’ in 2013 and are widely regarded as one of the UK’s leading financial planning firms, having received more than 25 professional awards since 2001, when the company was started.

 

Useful guides to help with your personal financial planning

We know that not everyone will want to engage a Financial Planner so we’ve put together three guides to help you whether you are new to the workplace or further on in your work and financial journey. If you get stuck or have any questions, you know where to find us. We hope you find these guides useful. Let us know how you get on at [email protected]

  How to manage your own financial planning

 Build your future Top Tips PDF

 Just starting out in work?  Two key guides to help you on your journey

 Organise Your Money PDF

 Payslips Explained PDF

This link takes you to our free surgery one-hour session booking system.

Our free one-hour financial planning surgeries will typically (because of the restrictions being imposed because of Covid 19) be scheduled either by phone or via video conferencing.

You voluntarily choose to provide your personal details to us via our website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. By submitting this information, you have given your agreement to receive verbal contact from us.

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Speak to a member of our financial planning team today in Bristol on 01275 370 670 and in London on 020 7269 7960

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