& Wealth Management

“Our social enterprise Good Mud is all about sustainability. Having our investments aligned with our values is really important to us.”

Andy and Sally

Your life goals
& aspirations

For Life

Celebrating our clients

Charlie Jones, a client since 2013, wanted to make sure his investments were working for him. As an artist Charlie wanted to spend his time concentrating on his work. Here Charlie shares with us his love and passion for life, music, family and his journey working with Page and Plant, Goldfrapp and others.

Watch The Film

for life

Our clients are at the heart of what we do. Creating investment portfolios with clear goals delivers financial security so our clients can follow their passions.

The Paradigm Norton Investment Committee provide guidance and oversight of our investment strategy. The work of the committee ensures our investment approach is reviewed regularly and remains fully fit for purpose to deliver the best possible service to our clients.

Established in 2006, the committee is formed from our talented investment professionals on the Paradigm Norton financial planning team. Individually they cover a diverse range of investment subject matters that, when combined, ensures we have continued expertise of the investment markets.

Download Our Key Information Sheet

Download the Investment Committee Key Information Sheet

The Paradigm Norton Investment Committee

Clémence Chatelin

Financial Planner

Gregory Deer

Financial Planner

Lee Dunn

Client Director/Head of Investments

Lisa Holden

Head of Compliance

Sam Holmes

Financial Planner

Peter Osborne

Client Director

Ruth Sturkey

Client Director

Steve Williams

Client Manager

Speak to a member of our financial planning team today on 01275 370 670.