Our
Mission

Paradigm Norton Financial Planning was established in 2001 with a clear aim:

“To impact the lives of our clients, for the better, for ever”

A WORD FROM THE TEAM

Barry
Horner

Chief Executive Officer, Bristol Office

“I look back over the last seventeen years and I am immensely proud of what we have built. Paradigm Norton is now widely regarded as the UK’s leading financial planning business and I am always delighted to read and hear stories of the client lives that we have profoundly impacted.”

Setting the
bar high

We continue to seek excellence in all that we do and have won numerous professional awards over many years. We are the only financial planning firm to have won the prestigious Citywire New Model Adviser South West award 8 times, most recently in 2018.

From inception we have operated on a fee basis, recognising financial planning as a professional service much like a solicitor or lawyer. Selecting the right Financial Planner for your individual needs is a very personal decision and we recognise that Paradigm Norton will not be a perfect fit for all.

New Model Adviser Award Winner

Our financial planning service encompasses several key areas, these are:

Financial planning

The creation of a lifetime financial plan that connects your life goals with your financial situation.

Retirement planning

Your life goals should steer the decisions about your financial future and your retirement plan.

Investment and wealth management

Our investment philosophy is focused on diversification.

Tax and business services

Reducing the encumbrance of financial and tax matters on your wealth.

Estate planning

Planning the future of your wealth and estate while reducing the burden of Inheritance Tax.

Social impact investing and philanthropy

Building charitable giving into your overall financial plan.

Speak to a member of our financial planning team today on 01275 370 670.