Address: Paradigm House, Macrae Road, Ham Green, Bristol, BS20 0DD
Phone: 01275 370 670
We take the time to listen and work closely with you to help you determine what you want out of life, this is our approach to financial planning.
To the Paradigm Norton team, financial planning is about your life not just your money.
Financial planning isn’t a one-off activity. It’s a journey and it spans a lifetime.
At the heart of what we do is to cause you to reflect and consider what you really want out of life, what are your dreams, hopes, aspirations and passions? Do you have the quality of life that you set out to achieve? Can you afford to do what you want to do? Answering these questions and reviewing your financial situation allows us to create a financial lifetime plan unique to you – this is what we do. This is financial planning.
We value the importance of everyone
“Everyone” encompasses clients, team members and all our stakeholders, as well as the wider society upon which we have an impact. Clients are at the heart of all that we do and we recognise the significance of our role as financial planners. We value our team members, their work life balance, and the contribution that each can make to the on-going success of our business, and the lives of our clients. Through the Paradigm Norton Trust, we are able to make a positive impact within our local community and overseas.
Actions speak louder than words.
We value the impact of our actions
It is what we do that matters, not what we say we are going to do. Through our actions, we are able to demonstrate our integrity, competence, and professionalism. We recognise that our actions are pivotal; not only to how we are perceived by all our stakeholders, but also to how we are perceived within our profession.
Setting the bar high.
We value the significance of continued improvement
Everything we do, we seek to do to the highest standards, recognising that our reputation hinges on the service we offer clients. We are therefore committed to innovation and incremental improvements, constantly striving to improve what we do and how we do it. Setting the bar high provides a foundation for continued innovation and exceeding the expectations of our clients. It is in maintaining standards, by balancing the recruitment of new clients and new team members at a manageable pace, that we are able to keep the bar high.
Building for the future.
We value the importance of building a legacy
We embrace our responsibility to build for the future. We are passionate about building long-term relationships with our clients and we are equally passionate about the long-term success of our business, thereby ensuring that our values and our positive impact on the world endure. We encourage our clients to think long term in their planning and we do the same. We also value the contribution we can make to raising the profile of the global financial planning profession.