A key element of the service that we provide for all of our clients is that of building bespoke and tailored investment portfolios which includes fund selection, asset allocation, investment administration and regular performance reporting.
In all our services, the distinctive difference of the Paradigm Norton approach is our interest in the wider aspects of your life.
Whether we are building an investment portfolio or planning for the achievement of your financial goals, we recognise that financial decisions cannot be determined in a vacuum.
Our approach to investment portfolio management starts with the need to establish firm and clear goals for the future use of capital, which we capture in your personal Financial Plan.
We then build an investment strategy that takes into account, for example, your investment time horizons, your thoughts and views on investment risk and which records investment milestones and provides for regular reporting on performance.
All clients will of course wish to maximise investment returns at an acceptable level of risk and volatility and build for themselves financial security. We work with you to identify your broader financial goals.
We help you to identify your values, your priorities, your dreams, your future aspirations and your broader life goals. (What some describe as the ‘Bucket List’ or ‘The 50 things that I want to do before I die’).
Only when your goals are clear can you make informed financial decisions that contribute to the achievement of those goals.
Ultimately, this gives you peace of mind about your finances because you know that your financial decisions are in balance with the other values and priorities in your life.
There are other financial planners who provide tax advice, investment advice and estate advice but no one integrates and embraces the ‘Paradigm Norton approach’ into their overall philosophy.
“Their advice has significantly changed the way I think about my finances and I’d like to think I now have a much better understanding of my financial goals. I imagine most people would want an adviser to be extremely structured and detailed when considering their financial futures and I certainly get this with Paradigm Norton.” – Victor Tettmar, Managing Partner – Bond Pearce Solicitors