Barry Horner Chief Executive Officer

Details of my role

I am the chief executive of Paradigm Norton and lead a team of gifted and talented financial and tax planners, who all have in common a ‘client first’ mindset.

The main focus of my role is in managing a number of the firm’s key clients while at the same time developing and implementing Paradigm Norton’s key medium-to long-term growth strategies.

Among other things I head up the acquisition programme and am responsible for corporate governance, strategy implementation and branding and marketing.

I am proud of our values-based approach to financial planning which consistently seeks to make a profound difference to the lives of our clients.

T: 01275 370 670

William Pratt Director

Details of my role

I love working with clients. I love creating solutions to their financial questions, and implementing them to see their goals and objectives fulfilled.

As a chartered and certified financial planner, I manage a team of planners to look after the financial needs of many of the firm’s largest and/or most complex clients. I also lead the technical development and training across the firm in the areas of investments, pensions and financial planning.

As a director I am involved in all the key strategic areas of the business with particular expertise in finance, accounting, legal and mergers and acquisitions.

T: 01275 370 670

Richard Child Director

Details of my role

My main business focus currently involves identifying what role social investment can play in helping our clients meet their planning goals. I have taken a lead in this new and developing area on behalf of the financial planning profession, involving ground-breaking work with both government and regulator. I see the advent of this sector as being significant for two reasons. On one level it helpfully fills a gap between a client’s mainstream portfolio and their giving portfolio, and on another level I believe that it challenges our thinking about the purpose of money, and the way in which it is valued and used.

T: 01493 393 561

Matt Fowler Director

Details of my role

I help Paradigm Norton to grow in size and quality by making what we do scalable and improving how we do what we do for clients.

I oversee our firm operations and risk management and am responsible for joining together businesses through our mergers and acquisitions.

I combine the management of people, development of systems and an understanding of technology to solve problems and deliver innovative solutions for our business.

As a Director I am involved the strategic decisions of the business with particular experience in mergers and acquisitions, operations and finance.

T: 01275 370 658

Kevin Gregory Independent Non-Executive Director

Details of my role

Kevin is an independent non-executive director of Paradigm Norton Financial Planning. Kevin was previously Chief Operating Officer at Legal & General Investment Management (LGIM) as well as serving as Interim Chief Executive Officer of LGIM in the period immediately leading up to his retirement. Prior to LGIM, Kevin served as Chief Executive Officer at Orbitex Investments Limited for two years and was Group Finance Director, Group Chief Operating Officer, and Chief Executive Officer - Europe at HSBC Asset Management. Kevin also served as an Executive and held a variety of senior roles at Mountleigh Group Plc and Burton Group Plc.

Kevin is a Fellow of the Institute of Chartered Accountants in England and Wales and he has a BSc (Hons) degree in Metallurgical Engineering from Imperial College.

T: 01275 370 670

Paul Anning Senior Tax Manager

Details of my role

I am a Chartered Accountant working in the Tax & Estate Planning Team. After a 35 year career with both large firms of chartered accountants and running my own practice, I have considerable experience in helping individuals and businesses meet their financial goals.

At Paradigm Norton my role is to oversee the delivery of compliance and planning services to private and business clients. We have a highly talented team and part of my role is to coordinate appropriate specialists, often working together with the Financial Planning Team to meet multi-faceted client needs in today’s complicated world.

T: 01275 370 670

John Bigwood Financial Controller

Details of my role

I recently joined Paradigm Norton having worked as a Financial Controller and Finance Director for a number of SME companies in various sectors over the last 20 years, and I’m really looking forward to the challenges my new role will give me. My main role at Paradigm Norton is to manage the finance function through its daily, weekly and annual cycle and support the Board with up to date and relevant financial information to help deliver their growth plans.

T: 01275 370 670

Claire Bruce Client Planner

Details of my role

Based at our Torquay office, I am responsible for the development and delivery of our Wealth Management Service (WMS) proposition to clients. I really enjoy building relationships with our WMS clients and pride myself on my ability to meet their requirements, attempting to exceed their expectations wherever possible.

Having an eye for detail and an obsession for accuracy, I am also involved in the financial reconciliation of adviser payments. This ensures our clients receive the benefit of offsetting such payments against their fees paid to Paradigm Norton.

T: 01803 618 318

Adrian Bryant Chartered Financial Planner

Details of my role

I work alongside Lee Dunn and Barry Horner. In Lee’s words, my role is to 'make things happen'.

I produce portfolio reviews, investment and pension reports for clients and deal with much of the day-to-day correspondence. I am also responsible for carrying out investment dealing and putting our recommendations into practice.

I attend client meetings where possible and I am a point of contact for clients.

I have a particular specialism in pensions and I am chair of the firm’s Retirement Planning Committee.

T: 01275 37 0670

David Burridge Financial Planner

Details of my role

As the firm's first Graduate trainee I am in the exciting position of working with Paradigm Norton to shape and develop the graduate program for the future.

My day to day role is to work closely with Lee Dunn and Adrian Bryant assisting them with some of the firm's wealthiest clients preparing reports and using cash flow modelling tools. I plan to learn and absorb as much of their wealth of knowledge and experience as possible as I take my exams towards becoming a Chartered & Certified Financial Planner. Prior to joining Paradigm in May 2015 I studied Economics at Southampton University and worked in financial planning for a number of years alongside my studies.

I look forward to playing a more instrumental role in the firm and industry in the years to come at what I believe is an exciting time to be involved in Financial Planning.

T: 01275 370 670

Paul Cardinal Client Manager

Details of my role

I am responsible for managing the financial planning strategy of around 85 of the firm’s clients. This service involves establishing each client’s goals, designing an investment strategy to help them meet their goals, and monitoring this strategy on a regular basis to ensure that the goals are met. As well as this core service, I help clients to review their estate planning strategy, approach to charitable giving and the minimisation of their tax liabilities.

T: 01275 370 670

Tracy Clamp Tax Manager

Details of my role

My role at Paradigm Norton is looking after the personal tax affairs of a portfolio of high net worth individuals, ensuring that they pay their tax in the most efficient way and benefit from any tax advantages and exemptions. This includes all aspects of private client taxation, income tax, capital gains tax and inheritance tax and often involves liaising closely with my colleagues on the financial planning side of the practice.

Increasingly I am helping clients to optimise the tax relief available when making major charitable donations or minimising inheritance tax liabilities when passing assets down to the next generation.

T: 01275 370 670

Jan Clark Senior Tax Planner

Details of my role

I specialise in income and capital taxes for individuals, entrepreneurs, partnerships, trusts and related family businesses, with particular expertise in non-UK domicile and international tax residence matters.

I help make complex tax situations simpler for my clients and make sure they obtain all available reliefs and are fully compliant.  I worked at PwC for thirteen years before moving to Paradigm Norton and enjoy working closely with my financial planning colleagues to bring valuable joined-up thinking for clients when planning for the short and longer term.

T: 01275 370 670

Lee Dunn Client Director / Head of Investments

Details of my role

I am a Certified and Chartered Financial Planner who joined Paradigm Norton in 2001 after graduating from Bristol University with a First Class degree in Economics and Economic History.

As Paradigm Norton’s Head of Investments, I’m on a mission to help the firm build and deliver world-class investment solutions for our clients. As a student of economic history, I believe the investment story of the last century is one of investors being taken advantage of by a highly conflicted industry, which culminated in the 2008 financial crisis and the collapse of investment banks, such as Lehman Brothers.

Of course, it is possible to have an excellent investment experience and there exists a small minority of exceptional asset managers who do serve the interests of their investors and deliver excellent investment returns. These are the firms that we work with.

T: 01275 370 670

Sam Fairclough Administration Manager

Details of my role

I started working for Paradigm Norton in November 2012 as part of the newly formed client services team. As part of this team I work closely with Lee, William and Tracey to provide administrative support, including preparing for portfolio reviews, processing paperwork and ensuring timely responses are received from providers.

Working closely with Matt Fowler my role has developed significantly in the last six months and I was promoted to Administration Manager in July 2015. This means I am able to influence and improve our working practices, systems and support for the whole business so that we can continue to deliver a great client experience.

Paradigm Norton allows me to contribute to its future giving me the opportunity to influence changes no matter how small and to be appreciated for my contribution.

T: 01275 370 670

Matt Goddard Financial Planner

Details of my role

I act in the capacity of Financial Planner in the Bristol office supporting William Pratt, Tracey Reed and Steve Williams in providing comprehensive financial planning to Paradigm Norton’s clients. My role involves writing reports, managing diverse investments and conducting administrative tasks such as adjustments to existing portfolios.

I believe strongly that every client is different and that our excellent service allows us to meet their needs in the right way. Every client is on a journey; I am privileged to be a part of it.

T: 01275 370 670

Carly Godfrey Client Services Assistant

Details of my role

I work closely with Sean Seccombe and his team in the preparation of client portfolio reviews, as well as providing assistance in the processing of client requests and any additional work to be carried out.

As a member of the CSA team, I am also responsible for general office tasks, which includes directing telephone calls and incoming mail and ensuring our records and client files are kept up to date and compliant.

T: 01275 370 670

Sue Groves Administrator

Details of my role

I thoroughly enjoy working at Paradigm Norton within an extremely friendly and supportive team.

My main role is to provide administrative and secretarial support for the Tax and Business Services Team, ensuring that we provide an excellent service to our clients in the most approachable and efficient way. My position includes supporting the personal tax and corporate tax teams with the annual tax compliance process, ensuring that all deadlines are met and a seamless client service is provided. In addition, I am involved in the billing process, administering the team’s training programme and coordinating the client fee protection service.

I have an extremely close working relationship with the financial planning administrative team which is helpful to understand the firm’s financial planning offering and to provide a truly integrated approach to those clients who are joint financial planning and tax clients.

I am extremely proud to be working with Paradigm Norton and a great team.

T: 01275 370 670

Stephanie Heard Client Services Assistant

Details of my role

I have recently joined Paradigm Norton as a Client Services Assistant, providing support to both Tracey Reed and Lee Dunn and their teams. This involves the preparation of client portfolio reviews as well as assistance with client requests and any additional work to be carried out.

As a member of the CSA team, I am also responsible for general office tasks, which includes meeting and greeting visitors, directing telephone calls and incoming mail, and ensuring our records and client files are kept up to date and compliant.

Paul Hardinges Chartered Financial Planner

Details of my role

As a chartered financial planner for Paradigm Norton, I work with clients to put a plan in place so they have the best chance of achieving their goals in life. My aim is to provide 'peace of mind', and then undertake regular reviews to confirm the plan's suitability as and when things change.

T: 01803 618 318

Charlotte Hughes Information Technology & Security Officer

Details of my role

My role in Paradigm Norton is Information Technology and Security Officer. I work closely with the Operations Director to implement the ongoing development of information security procedures and liaise with our IT suppliers to ensure all systems are working as well as possible.

I also am the primary developer for our custom built CRM solution and look to implement ongoing improvements to support the client facing teams. I manage our operational data, ensuring that our investment reporting is timely and accurate.

T: 01275 370 663

Shirley Lawton Compliance & HR Manager

Details of my role

Joining Paradigm Norton was definitely one of the best decisions I have made in my career!

My main role here relates the day-to-day management of our risk management and operations infrastructure – working closely with the Operations Director to promote positive attitudes to compliance across the business. Working closely with our Financial Planners as the T&C Supervisor, allows us to work together on improving best practices, seeking new ways to identify, monitor and mitigate all aspects of risk that we encounter every day.

I have taken on the role of HR Manager at Paradigm Norton, overseeing the management of our personnel following their recruitment, and supporting the firm and our employees in all aspects of employment law and practices.

I really enjoy all elements of my role here, working for and with a terrific team.

T: 01275 370 670

John Magee Financial Planner

Details of my role

My role is to assist three of the firm’s financial planners in delivering the best possible service & outcomes to our clients.

This includes writing technical reports and recommendations and helping to formulate financial plans.  I enjoy attending client meetings and provide an additional point of contact for my team’s clients.

My role involves placing investment deals and working with our investment partners to ensure that the details of our plans are reflected in practice.

T: 01275 370 670

Michelle Meredith Client Services Assistant

Details of my role

As part of the Client Support team based in the Torquay Office, my role involves providing administrative support, liaising with clients and setting up client review meetings for the Financial Planners, including the preparation of client portfolio valuations and supporting documentation.

I joined Paradigm Norton in May 2014 and am thoroughly enjoying being part of Torquay’s small but thriving team.

T: 01803 618 318

Indi Nandha Client Accountant

Details of my role

My role is in the preparation of financial accounts for companies, sole traders, partnerships, trusts and estates. I help clients to set up accounting systems and I provide them with guidance on issues relating to accounts and VAT.

I also prepare budgets, cash flow forecasts and monthly management accounts for clients.

T: 01275 370 670

Peter Osborne Client Director

Details of my role

Some 30 years ago, I established a fee based financial planning firm, which was acquired by a large company in 2008. Following this, I ran their Private Client and Wealth Management Division until the company was in turn acquired by a very big American firm in 2014. As both a Chartered and Certified Financial Planner, preferring to work with a smaller (but perfectly formed!) high quality, client-centric firm dealing solely with affluent private clients, I am delighted to have joined Paradigm Norton.

Here, we aim to develop pro-active, strong, friendly and long term relationships with our clients to help them achieve their financial objectives. This in turn supports them in realising their life’s goals – whatever they may be - with money or wealth just being a facilitator to do so. The use of solutions which are comprehensive, tax efficient, flexible, low cost and imaginative all aid this process and if we can make it an enjoyable experience for clients along the way, so much the better!

T: 01275 370 670

Tracey Reed Chartered Financial Planner

Details of my role

My role is to advise clients in all aspects of financial planning, helping them to articulate their goals and working together towards achieving these over time.

I provide them with clarity in respect of their finances when faced with challenging times such as the death of a partner or divorce and provide a clear strategy and way forward when transitioning from work to retirement.

T: 01275 370 670

Martin Ruskin Head of Business Development

Details of my role

I’m responsible for business development within the Torquay office, assisting private and senior clients and the management of a joint venture with a local firm of solicitors.

My principal areas of financial planning revolve around retirement and later-life planning, together with the management of trust and charitable funds.

My clients refer to me whenever they have a financial issue to grapple with or think through. Most often I act in the capacity of financial coach and guide and help clients to avoid making hasty decisions that they may later regret, especially when financial markets are volatile and turbulent.

T: 01803 618 318

Alison Saunders Senior Tax Planner

Details of my role

I specialise in personal tax and tax planning but also deal with corporate taxation. My role includes supervising payrolls, company secretarial work and resolving issues that arise. I have extensive knowledge of RTI (Real Time Information) and auto-enrolment.

T: 01275 370670

Sean Seccombe Client Manager

Details of my role

My role, as a chartered and certified financial planner, is to work with clients to help them arrange their personal finances so that their priorities and plans for the future can be achieved. This may involve discussions on planning for retirement or passing wealth to the next generations, investment planning, supporting good causes or providing financial support to a vulnerable family member.

I provide the time and space that clients need to discuss whatever is important to them and help implement financial decisions that will give them peace of mind for the future.

T: 01275 370 670

Justine Stannard Client Services Assistant

Details of my role

I joined the company in December 2001 (originally Norton Partners) and am the secretary to the financial planning manager, with a brief time off in between to have time at home with my children and then rejoined Paradigm Norton as a client services assistant.

Primarily responsible for team administration, liaising with clients and booking client meetings for the Financial Planning team which also involves obtaining current client valuations for financial portfolios and producing reports for client meetings.

I am also responsible for arranging company functions such as the annual team conference, Christmas meals, social events and organisation of annual client dinners which have been held in both Bristol and London.

T: 01275 370 670

Steve Watters IT consultant

Details of my role

I help Paradigm Norton to operate efficiently by thinking about how we can work in smarter ways. I find ways to incrementally improve our systems and processes so that it's easier for our team to do their job with excellence.

I also monitor technological developments to see how we can use the latest innovations to deliver better results and solutions to our individual, charity and business clients.

T: 01275 370 670

Caron Whitham Financial Planner

Details of my role

I am a financial planner, which means that I am responsible for providing a high quality service to our clients and assistance to the client relationship managers and directors. In short, this means being able to address any queries that clients may have in relation to the services we offer, and provide regular updates to clients on their portfolio. As well as written reports, I attend meetings both in the office at our clients’ homes and offices.

T: 01275 370 670

Steve Williams Chartered Financial Planner

Details of my role

As a Chartered Financial Planner, I work with clients to help them define their life goals and then put a strategy in place to make these goals a reality. I enjoy working with clients and the challenge of creating solutions to their financial needs. I have a passion for all areas of financial planning, with a particular interest in investments and successfully completed the Investment Management Certificate (IMC) in 2015

T: 01803 618 318

© Paradigm Norton 2015

Paradigm Norton Financial Planning Limited
is authorised and regulated by
the Financial Conduct Authority.

Our FCA Register number is 455083
Registered in England Reg. No 4220937
VAT Reg. No 918550904

Registered Address

Paradigm House,
Macrae Road,
Ham Green,
Bristol,
BS20 0DD