Paradigm Norton for Charities

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 ‘Paradigm Norton for Charities’ 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 Paradigm Norton for Charities 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.

• Paradigm Norton for Charities
• Introduction
• Plan
• Investments
• Relationship
• Fees
• Questions