Paradigm Norton Financial Planning, an employee owned firm, was established in 2001 with a clear purpose: “To impact the lives of their clients, for the better, for ever”. They are a firm that’s committed to a broader set of stakeholder values, where their priorities are their clients, their team, their community and the environment.

Paradigm Norton Financial Planning’s Certified and Chartered Financial Planners work with clients to create a financial plan that joins together their life, their money and their values. In their experience these elements are rarely linked and financial decisions should always be made with reference to the achievement of these broader life goals and ambitions.

At the heart of what they do is their four core values. In March 2019, they became an employee-owned business allowing them to retain their values based financial planning service for decades to come. In September they were awarded the B Corp Certification, making Paradigm the 228th UK company to be awarded the B Corporation certification, and the 21st financial services firm. One of the other ways they live their values is through their charitable foundation – The Paradigm Norton Trust.
Because they truly believe that money matters, but life matters more.

Keywords: Financial Planning, Peace of mind, Financial Security, Investment, Coaching, Tax, Philanthropy, Charitable Donations, Business, Financial Advice, Money, Assets, Budgeting, Spending, Saving, Debt, Wellbeing

Sector: Service with Minor Environmental Footprint
Size: 50-249 employees

B Corp Certified – Impact Score: 148