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.
Tom Desborough
Client Manager
Simon Livings
Client Manager
Farida Hassanali
Client Manager
Mia Smith
Senior Financial Planner
Tommy Watson
Regional Director
Katie Wright
Senior Financial Planner
Richard Gray
Client Director
David Burridge
Regional Director
Paul Cardinal
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
Martin Ruskin
Client Director
Read
Brochure
Free financial planning resources
Helpful tools and guides to start planning your financial future with confidence.
Questions
Service FAQs
FAQ Title goes here.
What if it liberated you? What if it gave you even more time for you to pursue your passions? What if it helped you fulfil your real purpose?
For us, it’s about helping you stop, reflect and consider what you really want out of life: your dreams, hopes, values, aspirations and passions. We help you to answer these important questions. And we create a financial action plan and a values-led investment strategy that provides focus and direction for your life journey.
FAQ Title goes here.
What if it liberated you? What if it gave you even more time for you to pursue your passions? What if it helped you fulfil your real purpose?
For us, it’s about helping you stop, reflect and consider what you really want out of life: your dreams, hopes, values, aspirations and passions. We help you to answer these important questions. And we create a financial action plan and a values-led investment strategy that provides focus and direction for your life journey.
FAQ Title goes here.
What if it liberated you? What if it gave you even more time for you to pursue your passions? What if it helped you fulfil your real purpose?
For us, it’s about helping you stop, reflect and consider what you really want out of life: your dreams, hopes, values, aspirations and passions. We help you to answer these important questions. And we create a financial action plan and a values-led investment strategy that provides focus and direction for your life journey.
FAQ Title goes here.
What if it liberated you? What if it gave you even more time for you to pursue your passions? What if it helped you fulfil your real purpose?
For us, it’s about helping you stop, reflect and consider what you really want out of life: your dreams, hopes, values, aspirations and passions. We help you to answer these important questions. And we create a financial action plan and a values-led investment strategy that provides focus and direction for your life journey.
