William Pratt BSc (Hons) Mphil ACA CFP DipPFS

Director

William is a qualified Chartered Accountant, a Certified Financial Planner, and one of the founding Directors of Paradigm Norton.

Having qualified as a Chartered Accountant with PricewaterhouseCoopers in 2000, William moved into financial planning and co-founded Paradigm Capital Management in 2001. In 2005, Paradigm merged with Norton Partners to become Paradigm Norton Financial Planning.

Paradigm Norton has built a reputation for excellence in the areas of personal financial planning, retirement planning, estate planning, tax planning, and investment portfolio management. The firm provides bespoke financial solutions to high net worth clients and William is one of the main Client Relationship Managers, managing the complex affairs of a significant number of the firm’s clients, as well as managing a team of qualified planners.

William also heads the technical development of the firm’s financial planning and investment management strategies, chairing the Investment Committee as well as developing the firm’s unique financial planning tools and methodology.

“Financial Planning and Investment Management are dynamic and fluid. Clients' circumstances, finances, goals, and objectives change, as do markets and investment opportunities. We therefore need to be equally nimble and flexible to provide our clients with a responsive, proactive, and bespoke service that moves with their changing needs, and delivers ongoing financial peace of mind.”