Paradigm Norton Financial Planning

A different approach to financial planning for a richer life

At Paradigm Norton, we believe financial planning shouldn't be about fear or obligation. It should be a collaborative journey that empowers you to envision and achieve a fulfilling life, both financially and personally. Our team of experienced professionals works with you to understand your unique dreams, values, and aspirations. We then create a tailored financial plan that aligns with your goals and principles.

What sets us apart

• Client-centered approach: We believe in a personalized and collaborative approach to financial planning that considers your individual needs and aspirations.
• Values-driven: We consider your values to be the cornerstone of your financial plan, ensuring your wealth aligns with your ethical and societal aspirations.
• Conscious investing: We prioritize responsible investing by replacing conventional funds with sustainable and ethical equivalents whenever possible.
• Empowering guidance: We provide ongoing support, guidance, and regular reviews to ensure your financial plan is always working for you.

Who we are

Our team of experienced professionals comes from diverse backgrounds, united by a shared passion for helping clients achieve financial clarity and liberation. We are:

• Kelly (London): A seasoned financial planner with a background in wealth management and estate planning.
• Martin (Torquay): A passionate wealth advisor with a proven track record in investment management and retirement planning.

Our commitment

We are committed to making a positive impact in the lives of our clients, our community, and the planet. We are proud to be a certified B Corporation, adhering to rigorous social and environmental accountability standards.

Let's work together to create a financial plan that empowers you to live a life filled with purpose, passion, and financial security.