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Wollen michelmore financial planning update

Torquay and Bristol based Paradigm Norton has been named ‘Advisor Firm of the Year’ at the Money Marketing awards, which celebrate the best in financial advice from across the country.

Wollen Michelmore joined forces with Paradigm Norton to form Wollen Michelmore Financial Planning in 2011.

Wollen Michelmore CEO Chris Hart said: “Legal work often runs in tandem with financial planning and we  are now  able to offer our clients advice that we know we can trust. Wollen Michelmore Financial Planning has gone from strength to strength and we are proud  that Paradigm Norton has secured this award, recognising them as one of the leading financial planning businesses in the country .”

Paradigm Norton was chosen as firm of the year thanks to a successful 12 months which saw it receive the highest client satisfaction metrics in its 15-year history and double its profits.

The team collected their award from comedian and presenter Marcus Brigstocke, who hosted the ceremony in London.

Barry Horner, founder and CEO of Paradigm Norton, said: “We’re delighted to have won this prestigious award which is testament to the hard work and talent of all our team.

It is a team effort and everyone at Paradigm Norton is committed to delivering the best possible advice and service to all our clients.”

The last 12 months have seen the 47- strong company focus heavily on improving its client induction process and preparing for its 'B Corporation’ accreditation which has led to a review of all key policies, employment practices, corporate governance protocols, mission, vision and values.

“As a company we will never rest on our laurels, we are always looking for ways to develop, expand and improve our services based on client feedback and experience,” added Mr Horner.

The Money Marketing Awards recognise those who had reached the top of their fields in financial advice, from investment and retirement advice to paraplanning and pension provision.

Paradigm Norton has won more than 23 awards since its founding in 2001. Earlier this year the company claimed its eighth Citywire South West New Model Adviser® award, recognising the best fee-based financial planning firms across eight UK regions.

It also donated more than £175,000 to good causes via the Paradigm Norton Trust.

https://wollenmichelmore.co.uk/services/financial-planning-services1/

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Photographed: Marcus Brigstocke, Isabel MacCarthy, David Burridge, Sam Holmes.