Introduction
Helping you build a life rich with experiences.
Life is full of uncertainty but we bring a brighter financial future into focus. As an award-winning financial planning B Corp, we balance purpose and profit, to deliver personalised wealth management strategies that empower you to shape the life you want to lead.
And, as a result, we’ve spent over two decades helping our clients to successfully build futures they can be truly proud of.
How we help
About Wealth Management
What is Wealth Management?
Wealth management is the personalised and strategic approach to handling your finances. It’s an all-encompassing plan that brings together financial planning, investment management, tax planning and estate planning.
Beyond just growing your assets, wealth management is about making sure your money aligns with your personal values and long-term aspirations. Whether you are focused on building a business, saving for retirement, or establishing a legacy, wealth management ensures your financial choices support the lifestyle you envision.
Ultimately, it provides you with clarity, confidence and control over your finances, freeing you up to concentrate on what’s most important in your life.
Why does Wealth Management matter?
Money by itself won’t build the life you want – but a solid plan will. Wealth management gives your capital purpose and your financial goals clear direction. In today’s increasingly complex financial world, the process of wealth management helps you make smart decisions, reduce risk and find new opportunities.
It’s about more than just managing your assets; it ensures your financial life aligns with your values, family, lifestyle and long-term ambitions. With professional guidance, your wealth becomes more than just a number. It transforms into a powerful tool you can use to create a fulfilling future with intention and impact.
Who can benefit from Wealth Management?
Wealth management is for anyone looking to take control of their financial future with clarity and confidence.
Whether you are:
- An entrepreneur growing your business
- A professional navigating your career path
- A family planning for the next generation
- Preparing for retirement and beyond
… a personalised wealth strategy can help you make the most of what you have earned.
If you are seeking to make informed financial decisions, protect your legacy, or simply live a life defined by choice, then wealth management is for you.
*Investing places your capital at risk, and investments may fall or rise in value. You should seek competent advice before taking action.
We can help with:
Still have questions or want to know more?
Ready to talk about the future?
Start a conversation that puts your goals first, aligns your values with your finances and helps shape a future with purpose.
Values
Why choose Paradigm Norton?
Attentive listener. Confidential sounding board. Devils advocate.
We will keep you on track and will always be there for you when most needed. We work on a fee basis and will make you fully aware of our professional fees and charges before we start to work with you.
We start the wealth management planning process with the most important part – You. We’re not here to show you the way: we’re here to guide and navigate you through a path of your own choosing.
As one of the largest independent financial planning companies in England, serving more than 1,000 clients, we’re not just Chartered Financial Planners… we’re tried and tested financial partners.
Money matters, but life matters more. Our motto bleeds into everything that we do, from connecting you to responsible investment strategies to enabling you to build a brighter future, with a lighter footprint.
As a Certified B Corporation®, we balance profit with purpose, people, and the environment.
Real stories
Liberation in life
Through financial planning, we liberate our clients to live the life they desire and to follow their passions. We’ve helped Bridget McCrum lessen the burden of inheritance tax and here we celebrate her passion for sculpture.
Team
Meet our experts
We think about Wealth Management differently. Rather than something you put off, or something that feels too big or too hard to start, we think planning for your future can and should be embraced and prioritised.
Hannah Nolan
Senior Financial Planner
Tom Desborough
Client Manager
Simon Livings
Client Manager
Richard Gray
Client Director
Farida Hassanali
Client Manager
Mia Smith
Senior Financial Planner
Tommy Watson
Regional Director
Katie Wright
Senior Financial Planner
David Burridge
Regional Director
Paul Cardinal
Client Manager
Chelsea Holmes
Client Manager
Lee Dunn
Client Director/Head of Investments
Matt Goddard
Client Manager
Paul Hardinges
Client Manager
Caroline Leech
Client Manager
Daniel Limb
Client Manager
Sally Matthews
Client Manager
Rohan Patel
Client Manager
William Pratt
Client Director
Tracey Reed
Regional Director
Read
Brochure
Free financial planning resources
Helpful tools and guides to start planning your financial future with confidence.
Questions
Wealth Mangement FAQs
Have a question about wealth management? Our experienced team have put together some insightful guidance below:
What’s the difference between financial planning and wealth management?
Financial planning is all about understanding the destination you want to get to and working out how to get there. In our experience, this often involves building assets and investing capital over time. Wealth management focuses more closely on how you manage your capital in support of these aims.
The wealth management part of our service is all about helping you make smart decisions, reduce risk, and deploy your capital in line with your values. We also spend time exploring what could go wrong that could throw a proverbial spanner in your plan. The two are intertwined.
Is it just about investing?
No. Whilst a large part of wealth management looks at how you invest your money, there is a lot more to it. Together we will consider matters like building up money to fund retirement, using your wealth to fund your lifestyle, and passing on wealth tax‑efficiently in the future. We will help you to optimise your financial life.
Will you help me take advantage of my allowances?
Tax efficiency is about optimising how your wealth is structured to reduce your overall tax burden. This involves making use of contribution allowances such as ISAs and Pensions. We’ll also be looking to the future and considering what your tax position might be when you need access to the money.
For example, pensions are often a very tax efficient way of saving for retirement. For many people the tax relief they receive on contributions is greater than taxes paid when they take money out. However, if your goal means that you need access to the money before your minimum retirement age (increasing from 55 to 57 in April 2028) they might not be as helpful. For this reason, wealth management clients often hold their investments in different types of products.
How do my other assets, such as rental properties, fit in?
All your assets should be working towards your financial goals. Rental properties can provide a helpful source of income and, historically, property values in the UK have (on average) increased. Or perhaps you own a business which provides you with flexibility about how you draw the profits.
We will help you understand the opportunities these assets could provide to fund your financial future. Compared to your investment portfolio, it might take longer (or be more complex) to sell these assets when you need to access their value. For some assets, like property, you might need to sell the whole thing rather than a smaller part of what you own. We’ll help you understand the impact of other assets on your overall financial standing and the potential tax implications.
I am expecting complex future ‘income’ streams such as deferred consideration or Long-Term Incentive Plan payments - is this something you have experience with?
We’ve worked with individuals from a wide range of professions where their remuneration hasn’t just been salary or dividends. Sometimes this is a Long-Term Incentive Plan (LTIP) or perhaps a profit share from a Partnership. As a successful Employee-Owned business, we are very familiar with the way deferred consideration works for former owners.
As we build your plan, we will discuss any conditions attached to these future income streams and their contribution towards funding your goals. Wealth management involves understanding risk and the potential impact. We’ll give you clarity on what this means for you.
This page is distributed for educational purposes and should not be considered investment advice or a recommendation of any particular security, strategy, or investment product. Investing places your capital at risk, and investments may fall or rise in value. Cashflow and Tax Planning are not regulated by the Financial Conduct Authority. You should seek competent advice before taking action.
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