Paradigm Norton for Charities

Relationship

Our success in serving all clients is built upon developing and maintaining strong relationships over a long period of time.

Our initial "discovery" meeting is designed to enable us to get to know one another. This is when we can get to know you – your experience of life as trustees and your reflections on the role, and your charity - its history and achievements, its aims and objectives, the people involved, your future plans, your need for income, your attitude to investment risk etc.

If required we will help you to construct an investment policy statement which is both legally compliant and is properly aligned with the aims of your charity.

We will discuss and agree with you how you would like our relationship to be conducted. We would usually expect to meet with you at least once a year and report to you at least twice over that period. Meetings can be held at our offices in Bristol or at a location more suitable for you. In the meantime we are always on the other end of the phone if you need to call us.

At the outset we would introduce the Paradigm Norton for Charities team to you. It is this team that will be looking after you and ensuring that points of contact are understood. Continuity is important to us. Our low staff turnover means that client relationships last for years rather than months.

"Paradigm Norton have been invaluable in assisting us in running the Seba Trust; from helping us to establish the trust's charitable goals and being involved with the actual set up on day one, to managing the investment portfolio over the last ten years. They have taken an interest in what we have been aiming to achieve via the trust and they give us confidence that our financial responsibilities follow best practice.”
Trustees of the Seba Trust

You the trustees, will have the satisfaction of knowing that your financial resources are being deployed to accomplish the charity's stated goals and objectives.

If you value the high standards and continuity of service which can be provided by one of the UK’s leading financial planning practices and if you are seeking the peace of mind that results from an award-winning investment management strategy, already highly valued by many of our existing clients then please talk to us about how we can assist you, your fellow trustees and your charity.