Investment management
Investing for life
Investing ─ the allocation of your capital ─ should be led by your personal goals and your future ambitions. We will work with you to agree an investment approach which supports your financial plan and considers your preferences.
Successful long-term investing often involves navigating hard times. We help you understand how you think about investing, risk, and how you handle volatility, through assessing your ‘financial personality’ using tools developed by behavioural finance specialists. This helps ensure the strategy we put in place for you is likely to be one you will be comfortable with – and stick to!
Investment strategy
Investing is an integral part of implementing any financial plan. We have long believed in the rewards of adopting a systematic, evidence-based, approach to long-term investing.
When it comes to investments, we know that one size does not fit all and recognise a growing demand for an approach that aligns with our B Corp mission. Our core Paradigm Norton Responsible (PNr) portfolios, are screened and tilted to support ESG outcomes delivered by fund managers with a proven commitment to engagement (read more about why we believe engagement is important). This approach is taken a step further for clients using our Paradigm Norton Intentional portfolios which include an allocation to funds which set out to make a positive contribution to some of the UN Sustainable Development Goals (read more about this way of investing here).
Our investment committee work with industry experts and follows a rigorous fund selection process to piece together each of our portfolios. Our planning teams work together with our clients to help choose the option that best meets their individual needs and preferences.
To find out more please contact us and we will be more than happy to answer any questions you may have.
“When you select a firm of financial planners to manage your financial affairs you need people who you can trust. I trust my team at Paradigm Norton implicitly.”
Tony Robinson
Actor and TV Presenter
We build long-term client relationships; it’s how we make a real difference.
Often when people initially contact us, they’ve experienced a life-changing event, such as selling a business, navigating the challenges of a divorce or inheriting a substantial sum of money. Their initial question is typically: “where should I invest my capital?” However, it’s vital that we first step back and discuss the various options most relevant for you.
We look at your future goals and plans and then the complex factors that affect our finances, such as maintaining an adequate emergency fund, school fee planning, or later-life care. We aim to reduce risk without lowering returns. Once we start the process of building your investment strategy, your most important decision is creating a blend of assets, rather than choosing one fund or shares in one company.
Investing places your capital at risk and the values of investments can go down as well as up.
“The journey of a thousand miles begins with a single step.”
Lao Tzu
Tina Kothari - My approach to money
Tailored solution
If life takes you in a different direction, we’ve got your back
Your financial plan will be tailored to your particular circumstances, but it can adapt and grow. Change is a constant: life changes, circumstances change and reality doesn’t always match our expectations. Our annual reviews mean we proactively keep you on course.
Paradigm thinking
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.
