Our Client

All of our clients have different stories to tell.

Here three clients tell us their reasons for seeking a Financial Planner and how, with the right guidance they are working towards, and achieving their goals.

Hear what they had to say:



Peter & Helen’s story
We first seriously considered financial planning in 2012; I was approaching retirement and expected a good pension and lump sum after a career in the NHS. Helen and I had a modest inheritance, a comfortable standard of living, owned our own property and we realised that many choices were open to us.

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Read their story


Tim’s story
My journey with Paradigm Norton started in 2011. I needed to start thinking seriously about my future or, more accurately, my retirement and making sure I was financially prepared. Pensions is not an area that is familiar to me, or frankly in which I have much interest, so I needed someone with real expertise (and enthusiasm!) to take this over on my behalf.

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Jane’s story
I first started working with Paradigm Norton three years ago. Initially my husband and I wanted advice on converting our cash ISA into stocks and shares but we didn’t have the confidence or knew where to start. We also required help with our financial planning and long-term financial peace of mind.

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