Paradigm Norton Charity Practice
A unique financial planning and low cost investment service for Trustees & Charities
Financial planning is a cyclical, dynamic process and should be applied to charities in the same way that it is applied to individuals. It provides the firm foundation upon which to build an investment strategy.
Although it would seem that this part of the investment process can be completely overlooked by many of our competitors, we believe that no investment advice should be provided to any client, including a charity, until the planning has been undertaken.
As you may have gathered the Paradigm Norton Charity Practice offers a distinctive approach to its charity clients. If you are a trustee we believe that you will find this approach to be both refreshing and innovative.
If you are seeking:
- A financial planning focus
- An award winning investment strategy
- A low cost, risk limited investment philosophy
- Continuity of service
- Potential interaction with your donors
- A company with a passion for client care
we suggest that you contact us to arrange a meeting.
So how can the Paradigm Norton Charity Practice help you?
If you and your fellow trustees have investment decisions to make…
- We will work with you to identify your charity’s main goals and objectives, and if required help you to formulate your investment policy statement
- We will discuss with you the issues of investment risk and costs, in a clear, jargon-free way
- We will listen to you and then explain; we will ensure that you make no investment-related decisions without understanding the implications of those decisions
- We can even work with your donors to help them to clarify their own giving potential, but such advice would be subject to a separate client relationship. We would not be an agent of your charity.
"I place great value on the integrity of Paradigm Norton, and trust in the advice they give me both in matters relating to my personal investments and those of my charitable trust"
Peter Saunders OBE, Chair of Trustees, The Peter Saunders Trust.