Our Client
Stories

All of our clients have different stories to tell.

Here three clients tell us their reasons for seeking a Financial Planner and how, with the right guidance they are working towards, and achieving their goals.

Hear what they had to say:

 

PETER &
HELEN WILDE

Peter & Helen’s story
We first seriously considered financial planning in 2012; I was approaching retirement and expected a good pension and lump sum after a career in the NHS. Helen and I had a modest inheritance, a comfortable standard of living, owned our own property and we realised that many choices were open to us.

Read their story
Read their story
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TIM
SUMMERS

Tim’s story
My journey with Paradigm Norton started in 2011. I needed to start thinking seriously about my future or, more accurately, my retirement and making sure I was financially prepared. Pensions is not an area that is familiar to me, or frankly in which I have much interest, so I needed someone with real expertise (and enthusiasm!) to take this over on my behalf.

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JANE
THOMAS

Jane’s story
I first started working with Paradigm Norton three years ago. Initially my husband and I wanted advice on converting our cash ISA into stocks and shares but we didn’t have the confidence or knew where to start. We also required help with our financial planning and long-term financial peace of mind.

Read the story
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Paradigm Norton Bristol

Paradigm House,
Macrae Road, Ham Green,
Bristol, BS20 0DD

01275 370 670

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Paradigm Norton London

140-142 St John Street,
London,
EC1V 4UB

020 7269 7960

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Paradigm Norton Torquay

At Harbourside
67 The Terrace
Torquay, TQ1 1DP

01803 618 318

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Paradigm Norton Exeter

9 Orchard Court,
Heron Road, Sowton,
Exeter, EX2 7LL

01392 272 525

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