This impact report marks an exciting new chapter for Paradigm Norton.
In the Welcome, our CEO Barry Horner, shares the news that, after 24 years at the helm, he will transition to board chair as Philippa Hann prepares to take over as CEO.
This is a significant milestone for our organisation and Barry expresses his confidence in Philippa’s ability to maintain our exceptional service standards and unique workplace culture, while building on our commitment to responsible investing, community support, and employee development.
Report highlights
This report showcases our continued dedication to transforming lives through financial planning. This year we’ve:
- Expanded our coaching ethos to encourage client philanthropy as a tool for positive change, and broadened client discussions to include health. We’re increasing our work with the lawyer community. Plus, we’re also preparing for the launch of the Paradigm Norton Coaching Academy.
- Evolved our investment approach with a revamp of our intentional investing portfolio, the launch of our managed portfolio service, acting on client feedback around intentional investing, and increasing industry engagement.
- Focused on partner development and employee engagement. We’ve also successfully introduced an enhanced onboarding process, with 94% of new starters saying they feel welcomed and supported from day one. We also improved scores in our leadership and strategy survey, with 98% understanding how their job contributes to achieving goals.
- Concentrated our giving through the Paradigm Norton Trust on core areas of poverty alleviation, child welfare and education in the UK and overseas. We’ve distributed £60,000 across 47 charities, alongside partner initiated fundraising initiatives, for which we matched donations.
- Embedded further sustainability initiatives across all offices, achieving reductions across all key metrics including carbon emissions, car mileage and energy usage.
- Appointed new partners to join our senior management team, including an incoming CEO. Plus, we’ve restructured to create a more defined executive committee and board; nurturing an environment geared towards driving dynamic changes.
Read our full 2024 Impact Report
If you would like to read the full Impact Report 2024 – The next chapter – you can download it here.
Looking for something specific in our 2024 Impact Report?
To make it easy for you we have broken down the full report into bitesize articles for you to read.
- Our impact for clients: Bridging the giving gap and why health is wealth
- Our impact through investment: How we’re evolving our investment approach
- Our impact on our people: Enhancing the employee experience
- Our impact on the environment: Making sustainable changes across Paradigm Norton
- Our impact on the community: A commitment to community and change
- Our impact through governance: Driving through dynamic change (Governance).
