Details of my role
I am the firm’s Chief Executive Officer and lead the team of gifted and talented financial and tax planners, who all share the same values and a passion and a desire to make a profound difference to the lives of our clients.
My main focus is the implementation and delivery of Paradigm Norton’s key medium to long-term growth strategies. Among other things I am responsible for corporate governance, branding and marketing.
A key part of the vision of the firm is to be ‘foundational in the building of the global profession of financial planning’. To this end I am currently chair-elect of the US based Financial Planning Standards Board.