Financial planning is not, as most people imagine, simply a series of interconnected financial transactions. Financial planning starts with getting a deep knowledge and understanding of our clients goals and plans and what makes then tick.
It’s only when we really understand what a client wants out of life that we can craft a unique and bespoke financial plan for them. So many banks and advice firms start the advice process without really understanding the longer-term plan or strategy, which we believe undermines the entire advice process.
Find an expert financial planning firm in the Bristol area
Paradigm Norton is a firm of financial planning experts. We have won over twenty professional awards that demonstrate our ongoing competence in this area. We typically work with clients located in Bristol and London.
We live in a world that’s increasingly complex and where clients need a highly competent financial planner to help deliver creative solutions to these complex problems. This is where Paradigm Norton excel – what we do is Financial Planning.
Over the last decade we have recruited and established a team of financial planning professionals that either hold the Certified or Chartered Financial Planner designation or both. It’s vital that our clients work with the best and the brightest financial planners in the UK and we are very proud with the team that we employ, with many of them being with us since the firm was started in 2001.