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 know where to start.
We also required help with our financial planning and long-term financial peace of mind.
Since then I have sold my share in a local healthcare business which has changed our financial situation, and although I continue to work, we are fortunate to have more disposable assets. Having talked though ideas with many sources, the most valuable advice came from Paul, our Financial Planner: ‘Utilise the funds in such a way that you receive maximum value for your personal satisfaction’. We talked about diverse options including using funds for travel, securing property so that our parents could be closer if they chose and opening an investment account. Ultimately, we are hoping to purchase a coastal cottage and follow our dreams of regular dog walks on the beach.
The advice has been invaluable. Firstly, how to handle a sizeable deposit into a bank account. Followed by listening and exploring personal ideas, rather than generating a generic pathway of investing. Our goals and financial status will continue to evolve, and I am confident that we will continue to receive advice that is responsive to our changing lives and the challenges of the years ahead.
Can we help you or someone you know? If so please do not hesitate to get in touch with any of the Paradigm Norton advice team on 01275 370670. We would love to hear from you.