Barry Horner
Financial planning enterprise Paradigm Norton has expanded with the acquisition of corporations primarily based in London and Exeter.
The acquired companies embody Tower Hill Associates, which is predicated in Richmond and serves purchasers in south west London, Surrey and the Thames Valley, and Exeter-based Clover Wealth Management whose purchasers are primarily situated in Devon.
“The places and high quality of these companies could not be any higher,” mentioned Barry Horner, chief government of Paradigm Norton.
“We plan to proceed to increase our providers and footprint in London and the South West. Both corporations are chartered, have a fame for delivering excellent shopper care and share our values and our imaginative and prescient for the long run.”
Paradigm Norton will proceed to function from its present places of work in Bristol, London and Torquay, however may even now have an workplace in Exeter.
John Lang of Tower Hill Associates mentioned his agency has been “having conversations with Paradigm Norton for over 24 months”.
“Our key precedence is to make sure that our purchasers obtain the identical ranges of service and shopper care that they’ve acquired since I began Tower Hill Associates in 2006,” Lang added.
“Given our shared perception in offering prime quality monetary planning recommendation, we’re extraordinarily assured that in becoming a member of Paradigm Norton now we have discovered the most effective agency to advise our purchasers lengthy into the long run.”
Tim Burridge of Clover Wealth Management mentioned: “It’s fantastic for the workforce and our purchasers that now we have merged with Paradigm Norton. Their funding philosophy, shopper service mannequin and price construction intently align with Clover’s, so in actuality, I actually don’t anticipate a lot change for our purchasers.
“As a chartered agency, delivering a monetary planning service that focuses on my purchasers lives, fairly than simply their cash, it’s nice that Paradigm have the identical shopper oriented focus. With Paradigm Norton’s mantra of ‘Money issues, however life issues extra’, I do know that my purchasers will probably be in protected palms.”
Paradigm Norton present monetary planning, funding portfolio administration and tax and estates providers. It grew to become a ‘B’ Corporation and worker owned in 2019.
Temple Bright in Bristol supplied authorized recommendation to Paradigm Norton.
