Paradigm Norton Financial Planning Limited
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Paradigm Norton Financial Planning Limited - overview
Established
2001
Location
Bristol, -, UK
Primary Industry
Financial Services
About
Paradigm Norton Financial Planning Limited is a firm offering tailored financial planning services, focusing on aligning clients' financial strategies with their personal values and goals. Paradigm Norton Financial Planning Limited was founded in 2001 by Barry Horner, who also serves as the CEO. The firm specializes in providing personalized financial planning services to a diverse client base. Based in the UK, they primarily serve clients in England, focusing on responsible investing and life-centered financial planning.
Paradigm Norton specializes in comprehensive financial planning services designed to align with clients' personal goals and values. The firm offers a range of services including financial planning, tax planning, estate planning, wealth management, and investment management, all tailored to meet the unique needs of clients. Their approach emphasizes life-centered financial planning that goes beyond merely managing money, focusing on how financial resources can support individual ambitions, charitable goals, and family legacies. Paradigm Norton serves a diverse clientele, including business owners, professionals, and individuals across various sectors who seek structured financial support, while also aligning financial strategies with environmental, social, and governance considerations.
Paradigm Norton manages over GBP 1. 39 bn in assets for its client base, which exceeds 1,000 individuals and families. Revenue is generated through a fee-based structure, where clients typically pay for services rendered in financial planning, wealth management, and other advisory functions. Transactions are structured around bespoke advisory agreements, catering to the varying needs of clients from different financial backgrounds, thereby ensuring that clients receive meaningful and impactful financial solutions.
Primary Industry
Financial Services
Sub Industries
Financial Services
Website
www.paradigmnorton.co.uk
Total Amount Raised
Subscriber access only

Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.