Paradigm Norton Financial Planning Limited

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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

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