Whilst there are a number of good businesses offering financial advice based in Bristol, Paradigm Norton stand out as a result of their focus on excellence in client service.
Paradigm Norton is one of the UK’s leading firms offering financial advice, having won over 22 professional awards since the company was formed in 2001 and having won the Citywire South West New Model Adviser award over six times.
We put client service at the heart of all that we do and we have a variety of ongoing touch points with clients to objectively determine whether we are delivering on our promises. Client feedback is vital to us as we mold and shape our service to meet the ever changing needs and demands of our clients.
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We believe that there is a marked distinction between financial advice and financial planning. Financial planning seeks to take account of a client’s broader life and personal goals and financially models whether the goals and plans articulated are actually affordable. Financial planning is more than a series of interconnected financial transactions.
In our experience client need a high quality financial planning service and not just ‘financial advice’. Client are looking for a ‘trusted adviser’ – someone that they can build a relationship with over a period of years and where adviser turnover is almost non existent. Once clients and team members find their way to Paradigm Norton they tend to stay and build their careers with us.