Paradigm Norton Financial Planning

We regularly reflect on how being employee-owned has affected the way we work... Employee ownership allows us to retain the values and service that drive us forward. It ticks all our boxes ✔️ And... it provides clarity of our future direction for the next generation and creates an environment where the whole team has input into running the company 🔎 On the 26 & 27 November, Barry, William, Simon, Tracey, Martin (featured in the video below) & Kim will be at the eoa Conference in Telford - the UK's biggest EO gathering. 🎥 Thank you Martin & Sue for sharing what working in an EO company means to you. #ProudlyEO #EmployeeOwnership #MoneyMattersButLifeMattersMore

🚐 When starting on your financial planning journey, it can often be hard to know where to begin… Our experts have locked heads to create the top 10 questions you should ask yourself when kickstarting a financial plan 👀 Download our free guide, put the kettle on, and explore our prompts tips and questions here ➡️ https://lnkd.in/ezRJQpEh #FinancialPlanning #FinancialFreedom #WealthManagement

This week we excitedly shared the news that Barry was awarded the Tony Sellon 'Good Egg' award at The Financial Planning Conference 2024, hosted by The Chartered Institute for Securities & Investment (The CISI). His contributions to financial planning have spanned over 30 years, and in a recent interview with Citywire he talked about how "the advice profession is not a profession yet". In our latest blog, Barry discusses this statement and his thoughts on the future of financial planning. ➡️ https://lnkd.in/eNB9VWTm #FinancialPlanning #FinancialPlanningProfession #FinancialPlanners

Congratulations to Barry on this incredible achievement from all of us at PN 🎉 The Tony Sellon 'Good Egg' award recognises individuals who have made substantial contributions to the Financial Planning profession, and we couldn't be more excited to celebrate with you 🙌 #FPaward24 #FinancialPlanning #Congratulations #TonySellon

Finances are personal, which is why we approach financial planning in the same way. We value long-term relationships and implement regular check-ins to make sure that your financial plan evolves with you. Understanding your financial situation is one thing, but planning with your life goals in mind is what takes our approach deeper. Whether it's retirement planning, investment management, or tax planning, we're here to support you every step of the way. ➡️ https://lnkd.in/e4iz5uK8 #FinancialPlanning #RetirementPlanning #Investment #WealthManagement Investing places your capital at risk and investments may fall or rise in value.

People matter 👫 - it's one of our core values, and today on World Mental Health Day, we wanted to share this story, which Stephanie, our People Manager has bravely shared... 💜 “Last year, I was signed off following a number of events that happened outside of work. Judith, our Head of People was incredible in supporting me, but what was really significant was the reaction from our Board of Directors. Our October Team Day was one of my first days back. I wanted to go. I plucked up the courage and arrived in Bristol. Within minutes of walking in, Barry, Matt and William, all came up to me and asked how I was and how good it was to see me. I’ve never had or experienced this type of behaviour from Directors in previous roles, and I truly believe it’s indicative of how great we are as a company, that our Directors care so much about our partners." #WorldMentalHealthDay #mentalhealth #peoplematter #MentalHealthatWork

Money is a topic that many of us find hard. It might feel overwhelming or out of control. Equally, you might feel comfortable, but want to start planning for the future. On World Financial Planning Day it's another opportunity for us to talk about the importance of financial planning. At Paradigm Norton we believe that having lots of money is not the goal. Money is a tool to enable us to live a life aligned with what we value and enjoy, it provides us freedom to make choices. When thinking about money, and building firm foundations we think there are three pillars: 💷 Spend 💳 Defend 🏦 Prepare Together they help us manage our finances responsibly and balance this with spending time enjoying life. Read more in our latest blog ➡️ https://lnkd.in/etWES7f7 #WorldFinancialPlanningDay #FinancialPlanning

Going for chartered status is a significant moment in any financial planning career, and Hannah and Kelsie, have both recently gained their chartered qualification 🙌 As we lead up to #WorldFinancialPlanningDay on the 2 October we discussed their ambition and dedication and why financial planning was the career for them... ➡️ https://lnkd.in/ejfXBqWY #financialplanning #financialplanningcareers

At Paradigm Norton our whole team is committed to creating an inclusive culture where all our partners feel that they belong at the table; they feel valued and have a voice 🤝 We continue to educate and challenge ourselves to ensure we truly understand how it feels at the PN table and what we may need to do differently to ensure we reach our goal. Here we asked our Head of People, Judith, what does inclusivity mean to you? 📹 #impactmatters #NationalInclusionWeek #NIW2024

Over the summer we've had the pleasure of welcoming incredible new talent at PN 👋 Meet Jack, Kate, Raj and Paula, whose contributions have already had a significant impact on our financial planning and tax teams. Please join us in welcoming them to the team 🎉 #newstarter #financialplanning #tax #employeeowned