About

Letter from the CEO

What makes Paradigm Norton unique?

Selecting the 'right' firm of financial planners for your needs is a personal decision and one that should not be taken lightly. No one firm can really be right for everybody and we recognise that Paradigm Norton will not be a perfect fit for every prospective client.

We believe that we continue to be the best choice of adviser for most UK based private clients and Charities with substantial resources and complex needs, who embrace our values* and approach.

Our clients tell us that what sets us apart from the competition is our:

Fanatical attention to detail. A quality at the heart of our business;
Unconventional low cost, market return approach to portfolio construction;
Focus on the broader aspects of your life and what is truly important to you;
'Can do' culture and attitude towards delivering excellent client care;
Ability to blend together our four key services of financial planning, tax and estate planning, philanthropy planning and portfolio construction.

We believe that these characteristics are the direct result of the talented, professional team that we have built, the skills and expertise that we bring to our clients, and our unwavering focus on our clients’ needs. It is these hard-won and all too rare qualities, consistently applied over many years, that have made Paradigm Norton one of the UK’s leading financial planning firms.

Our business model is unconventional too. Whereas most FSA regulated businesses are sales focused, we are service focused. We employ nine client relationship managers who are supported by a talented team of twenty three financial planners, tax planners and administrators.

By design, we only act for a relatively small number of clients; a strategy which allows us to devote a significant amount of time and attention to each client relationship.

We are the only financial planning business in the UK to have won the prestigious Citywire New Model Adviser award for five out of the last six years. We are delighted to continue to win on-going professional awards as external validation of our credentials. Over the last two years we have won awards for investment management, financial planning, retirement planning, technology, human resources and compliance.

If you would like the opportunity to have a no obligation discussion with me about how the Paradigm Norton team might be able to help you plan, manage and arrange your financial affairs then please do give me a call. I would be delighted to meet with you to explore in more detail how Paradigm Norton might be able to serve you (or not as the case may be!).

Good financial planning should pay for itself, so if we believe that we cannot provide significant added value for you or for the Charity that you represent, we will let you know at the initial meeting.

Please call on 01275 370 670 to speak to me.

With very best wishes,

Barry Horner
April 2011

*Click here for a pdf of our ‘Mission, Vision and Values’