Paradigm Norton Financial Planning Limited

Name

Paradigm Norton Financial Planning Limited

Legal name

Paradigm Norton Financial Planning Limited

Website

https://paradigmnorton.co.uk

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Financial Planning and Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Financial planning services
• Wealth management services
• Investment management services
• Sustainable investing portfolios
• Retirement and estate planning

Headquarters

HQ city

Bristol

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Financial Planning Services: Comprehensive financial planning services including cash flow planning, retirement planning, tax planning, estate planning, and divorce financial planning. Typically includes annual planning meetings to review circumstances.
2. Wealth Management / Investment Management: Investment management services with three portfolio options (PNr Responsible, PNi Intentional, PNt Traditional). Supports clients' financial plans with aligned investment strategies.
3. Tax Planning Services: In-house team of Chartered Accountants and Chartered Tax Advisers providing tax efficiency planning (not FCA regulated).

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels9 records

Core offering

Paradigm Norton provides comprehensive, values-led financial planning and wealth management for UK individuals, families, business owners, charities and specialist client segments (B Corp leaders, lawyers, women, employee-owned businesses). The offering combines holistic Financial Planning, Investment Management, Tax Planning, Estate Planning, Retirement Planning, Divorce Planning and Cash Flow Planning, supported by an in-house team of Chartered Accountants and Chartered Tax Advisers and three named sustainable-investment portfolios — PNr (Responsible), PNi (Intentional) and PNt (Traditional).

Product overview

Paradigm Norton is a values-led financial planning firm offering a comprehensive suite of services built around a core Financial Planning platform with specialized modules including Cash Flow Planning, Divorce Planning, Estate Planning, Tax Planning, and Retirement Planning, complemented by Wealth Management and Investment Management services. The firm provides three distinct investment portfolios: PNr (Paradigm Norton Responsible), PNi (Paradigm Norton Intentional), and PNt (Paradigm Norton Traditional), catering to different investor preferences from responsible to traditional approaches. Services are also tailored for specific client segments including B Corp leaders, business owners, charities, employee-owned businesses, lawyers, and women. The firm operates as an employee-owned B Corporation with a focus on sustainable investing.

Differentiator

Problem solved

Functional benefit

Brands

• PNr (Paradigm Norton Responsible): The default investment portfolio focused on using investors' shareholder voice and rights to encourage companies to behave more responsibly.
• PNi (Paradigm Norton Intentional)
• PNt (Paradigm Norton Traditional)

Products and services

• Financial Planning
• Investment Management
• PNr — Paradigm Norton Responsible Portfolio Default responsible investment portfolio that uses investors' shareholder voice, voting rights and engagement to encourage companies to behave more responsibly.
• PNi — Paradigm Norton Intentional Portfolio Impact-focused investment portfolio for clients wanting investments in businesses with proven sustainability credentials aligned to the UN Sustainable Development Goals.
• PNt — Paradigm Norton Traditional Portfolio Legacy investment portfolio invested in the global stock market for clients who prefer a traditional investment approach.
• Financial Planning for B Corp Leaders Specialist financial planning service for leaders and executives of Certified B Corporation businesses seeking planning aligned with their mission and values.
• Business Owner Services (Selling a Business and Succession Planning) Financial planning and advisory services for business owners covering business sale planning, succession planning and wealth extraction on exit.
• Charity Financial Planning Financial planning and responsible investment management services for charitable organisations, including endowment and philanthropic strategy.
• Employee Ownership Advisory Financial planning and advisory services for businesses considering or undergoing transition to employee ownership, including EOT structuring and governance support.
• Lawyer Financial Planning Specialist financial planning for legal professionals, including partners at law firms, addressing partnership income, profit-share, bonuses and career transitions.
• Women Financial Planning Financial planning and investment management tailored to women's specific life circumstances and goals, including financial independence and life transitions.

Quantifiable outcome

• £1.5 billion of client funds under management
• +2 more outcomes

Named customers3 records

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature3 records

Partnerships

Four partnerships are on record, tiered minor.

• ParmenionminorOthersInvestment platform provider supporting Paradigm Norton's events and community initiatives. Listed as co-supporter of the National Emergency Briefing film screening event.
• Burges SalmonminorOthersLaw firm supporting Paradigm Norton's community events. Notable podcast collaboration featuring Roxanne Folke, Head of Responsible Business, on ESG and sustainability topics.
• Arnolfini Arts CentreminorOthersVenue partner for Paradigm Norton's National Emergency Briefing film screening event in Bristol.
• Global Returns ProjectminorOthersCharitable organization receiving event proceeds from Paradigm Norton's National Emergency Briefing screening. Supports climate and nature charities.

Scale indicators7 records

Recent moves7 records

Expansion highlights4 records

Broad incumbents

• St. James's Place: UK's largest listed wealth management group providing financial planning and investment management to mass-affluent and HNW clients through a partner adviser model; competes directly with Paradigm Norton's holistic planning offering but at materially greater scale.
• Rathbones: Listed UK wealth manager with discretionary investment management and financial planning for HNW and charity clients; comparable in serving charities and HNW with bespoke portfolios.
• Quilter: UK wealth management business offering financial advice, investment platforms, and portfolio management; broader scale with multi-channel distribution but overlapping HNW planning services.
• Brewin Dolphin (now part of RBC Wealth Management): UK wealth manager offering discretionary investment management and financial planning to private clients, charities, and intermediaries; overlapping service set and HNW/charity client overlap.

Direct peers

• Evelyn Partners: UK wealth management and professional services firm offering financial planning, investment management, and tax advice to HNW individuals; closely comparable in service mix, including integrated tax planning.
• Cazenove Capital (Schroders Wealth Management): UK wealth manager serving HNW clients with discretionary investment management, financial planning, and tax/estate services; comparable client base and integrated advisory model.
• Saunderson House: Independent UK financial planning and investment management firm exclusively serving HNW clients; very similar service model with values-led, fee-based holistic advice and comparable AUM scale.
• Bestinvest: UK online investment and financial planning service offering portfolio management and advice to HNW/mass-affluent investors; comparable investment management offering at lower fee points.

Others

• Parmenion: UK investment platform provider for advisers, including financial planning firms; relevant as both a listed partner of Paradigm Norton and an enabler of managed portfolio services.

Emerging players

• True Potential: Technology-driven UK wealth management and investment platform; overlapping customer segments (HNW/mass affluent) but with a digital-first, lower-fee model that contrasts Paradigm Norton's high-touch advice.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/paradigmnorton
• YouTubeyoutube.com/@paradigmnortonfp
• Facebookfacebook.com/paradigmnorton
• LinkedInlinkedin.com/company/paradigm-norton-financial-planning-ltd
• Instagraminstagram.com/paradigmnorton

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Paradigm Norton Financial Planning Limited