
Paradigm Norton has celebrated its most profitable year in its 21-year history. Client happiness scores are also at an all-time high.
Earlier this year it undertook a governance review to identify new board members to join the likes of CEO Barry Horner. That led to the creation of an enterprise management incentive under which senior managers and fee earners will be issued with stock options annually that vest after three years.
The firm built its presence in London, expanding rapidly from four staff members in 2017 to 23 today, and recently opened an Exeter office.
It recruited highly competent paraplanners to its new virtual admin hub, where one-off client work can quickly be serviced.
ESG funds account for £250m of £1.5bn of assets but are a growing focus: 60% of fund recommendations in the past 12 months were specifically ESG.
Cumulative giving through the Paradigm Norton Trust will soon exceed £400,000 as the firm looks to give back to the community and beyond.