Paradigm Norton Financial Planning

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Reviews

1. Chris H ★★★★★

   My wife and I have worked with Tracy and the PN team for eight years and have found them helpful, professional and effective. We like the investment approach which combines a deep understanding of our needs and risk appetite with appropriate diversification and good returns. They are transparent about the investment performance and their fees, in an easy to understand way. They have been particularly helpful in helping us do detailed and reassuring financial planning as we hit our 60s and make the transition from full time work to working part time / retirement. We find the annual planning / performance reporting meetings very helpful and there are always two or three sensible actions to undertake that we would not have thought about or identified ourselves. Tracy is also a great person to deal with on a personal basis. She has become a key trusted personal adviser in an area of real importance for us. A strong recommendation from us!

   1 month ago
2. David R ★★★★★

   Having been a client of Paradigm Norton for many years, I have greatly appreciated the objective, tailored and well thought through approach which I have continually received. The team I deal with always take the time to listen and understand my circumstances and then develop a strategy to best manage my portfolio as appropriate.

   1 month ago
3. Katie Burling ★★★★★

   We have worked with the team at Paradigm Norton for many years now and have received fantastic advice. We have very limited experience of the markets and the team there really take time to explain things very clearly, in language that even the least experienced investor can understand. We are kept informed of any changes made to our portfolio and leave every meeting feeling assured that our savings are in safe hands, not only that but we are able to invest sustainably and feel happy that we are investing in organisations who aligned with our values. Thank you to the whole team at Paradigm.

   1 month ago

1. Colin Pickles ★★★★★

   Paul and the team at Paradigm Norton have been fantastic. They are very approachable and down to earth. Their services are simple to use, transparent and provide a great deal of flexibility, making it easy to adapt to a variety of circumstances and needs. Their company ethos of making your money work for you is something that has come through at every stage of my relationship with them. If you are looking for help with financial planning, I would highly recommend getting in touch and you can see this for yourself.

   almost 4 months ago
2. CHRIS WHALEY ★★★★★

   I’ve been with Paradigm Norton for over 10 years, having started with them on retirement, and I couldn’t be happier. They take a truly holistic approach to wealth management, with secure communication and a transparent, client-first culture. The team is highly professional, friendly and consistently adds real value to my financial planning. My annual charges have always been fair and justifiable, and I feel completely at ease knowing I made - and continue to make - the right choice. Highly recommend.

   almost 5 months ago
3. robin lambert ★★★★★

   We have invested through Paradigm Norton for the last 10 years. The advice has been superb, and delivered in a friendly and professional way. The value of our portfolio has increased way beyond our expectations. We cannot fault them, and would strongly recommend them to everyone. Robin & Sue Lambert.

   almost 4 years ago

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