values-led financial planning

Paradigm Norton is a purpose-driven financial planning firm that prioritizes aligning your financial decisions with your personal values. Their comprehensive services range from investment management to estate planning, ensuring a tailored approach that supports your unique financial journey. With a commitment to sustainability and responsible investing, they help clients achieve peace of mind while making…

Paradigm Norton: Purpose-Led Financial Planning Aligned with Your Values

What Paradigm Norton Is All About

Money matters but life matters more. Paradigm Norton is a purpose-led financial planning firm that aligns your money with your values, helping you drive positive change. It’s not just about numbers or assets; it’s about putting your life at the centre of every financial decision. From investment management to estate planning, their approach is comprehensive and deeply personal, ensuring your financial journey supports what truly matters to you.

The Main Benefit: Peace of Mind Through Values-Led Financial Planning

Choosing Paradigm Norton means gaining more than just financial advice—it’s about achieving peace of mind and financial security through a values-led ethos. Here are some key highlights:

  • Chartered Financial Planners with deep technical knowledge
  • Certified B Corporation® status, reflecting a commitment to positive impact
  • Employee-owned structure, fostering partnership and pride
  • In-house Chartered Accountants and Tax Advisers for seamless tax planning
  • Focus on sustainable investing, integrating environmental, social, and governance factors

Comprehensive Financial Planning Tailored to You

Financial planning isn’t a one-time thing—it’s a journey that spans a lifetime. Paradigm Norton understands that each person’s path is unique, so they start with the most important part: you. Their planners take the time to get to know what makes you tick, what your goals are, and what you value most. Whether it’s budgeting, saving, or managing debt, the approach is personalised to fit your life and ambitions.

Wide Range of Services to Support Your Financial Wellbeing

From cash flow planning to philanthropy, Paradigm Norton covers all the bases. Their services include:

  • Cash Flow Planning
  • Retirement Planning
  • Investment Management
  • Wealth Management
  • Tax Planning
  • Business Services
  • Estate Planning
  • Protection & Insurance
  • Sustainable Investing
  • Philanthropy and Charitable Donations

Why Values Matter in Financial Advice

Paradigm Norton’s motto—money matters, but life matters more—bleeds into everything they do. Many clients want their investments to reflect their values, which is why the firm replaces conventional funds with responsible equivalents wherever possible. This responsible approach to investing not only supports financial goals but also contributes to a brighter future with a lighter footprint.

Project Impact: Linking to Sustainable Development Goals (SDGs)

  • SDG 8: Decent Work and Economic Growth – promoting sustainable economic growth through responsible investment
  • SDG 12: Responsible Consumption and Production – encouraging ethical spending and saving habits
  • SDG 13: Climate Action – integrating environmental factors into investment decisions
  • SDG 16: Peace, Justice, and Strong Institutions – fostering transparency and ethical governance in financial planning
  • SDG 17: Partnerships for the Goals – collaborating with clients to create lasting positive impact

How Paradigm Norton Supports Your Financial Journey

Think of Paradigm Norton as your attentive listener, sounding board, and sometimes even your devil’s advocate. Their financial planners keep you on track and are there when you need them most. Operating on a clear fee basis, they ensure transparency from the start. The process is all about guiding you—not showing you the way—but helping you navigate a path that’s uniquely yours. After all, it’s about more than just money; it’s about living purposefully and investing sustainably for a meaningful future.

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