Paradigm Norton
Paradigm Norton is a financial planning firm that focuses on helping clients achieve their life goals through tailored financial strategies. With over 20 years of experience, they aim to impact the lives of their clients, community, and team.
- Tax Planning
- Estate Planning
- Financial Planning
- Investment Management
Locations
Competitors
Wren Sterling is an independent financial planning expert dedicated to helping individuals and families build a better financial future.
CAM Wealth is a holistic Financial and Wealth Management business that helps clients navigate the complexities of Financial Planning and Investment Management.
Company Details
Paradigm Norton is operated by Paradigm Norton Financial Planning Limited and is a Active company incorporated on 22 May 2001 with the registered office located in Bristol, Somerset. Paradigm Norton Financial Planning Limited was registered 24 years ago.
Status
Active
Size
Small
Directors
9
Age
24 years old
Employees
90
Turnover
£10.83M
Total Assets
£9.65M
Cash in Bank
£1.27M
Total Liabilities
-£3.79M
Teams
72
45
33
8
7
4
7
Co-Founder & CEO • Joined Sep 2001
Chief Executive • Joined Apr 2025
Non Executive Director • Joined Apr 2021
Non Executive Director • Joined Apr 2023
Chief Operating Officer • Joined Sep 2009
Executive Assistant • Joined Jun 2018
Director
Director
Director
Associate Director • Joined Jul 2023
Co-Founder & CEO • Joined Sep 2001
Chief Executive • Joined Apr 2025
Non Executive Director • Joined Apr 2021
Non Executive Director • Joined Apr 2023
Chief Operating Officer • Joined Sep 2009
Director
Director
Director
Associate Director • Joined Jul 2023
Operations Manager • Joined Dec 2017
Head Of Tax • Joined Apr 2021
Senior Tax Manager • Joined Sep 2022
Senior Tax Manager • Joined Jul 2024
Tax Consultant
Financial Planning Assistant • Joined Jan 2022
Financial Planning Assistant • Joined Apr 2024
Financial Planning Assistant • Joined Nov 2018
Financial Planning Assistant • Joined Sep 2019
Financial Planning Assistant • Joined Sep 2022
Financial Planning Assistant • Joined Sep 2020
Client Manager • Joined May 2022
Client Manager • Joined Aug 2011
Client Manager • Joined Dec 2020
Client Manager • Joined Apr 2020
Client Manager • Joined Jul 2023
Client Director • Joined Feb 2001
Client Director • Joined Jul 2019
Client Director • Joined Jun 2009
Executive Assistant • Joined Jun 2018
Administration Manager • Joined Nov 2019
Administrator • Joined Jul 2001
Administrator
People Assistant • Joined Nov 2024
Client Services Assistant • Joined Jul 2024
Financial Secretary
Associate Director • Joined Jul 2023
Head Of Marketing • Joined May 2024
Compliance Officer • Joined May 2022
Financial Secretary
Investment Committee Chair & Client Manager • Joined Nov 2021
Tax Team Co-ordinator • Joined Aug 2015
Friend
Senior Tax Planner • Joined Sep 2014
Senior Tax Planner • Joined Sep 2011
Chair Of The Employee Ownership Trust Board • Joined Oct 2022
CFP Chartered MCSI • Joined Nov 2018
View 72 members