Paradigm Norton Financial Planning
David Burridge is a seasoned financial professional with extensive experience in client management and investment oversight. Currently serving as the Investment Committee Chair and Client Manager at Paradigm Norton Financial Planning since May 2015, David leads an Investment Committee responsible for overseeing investment portfolios totaling £1.5 billion. David has expanded the client base to 40 families, generating £300k in fee revenue, while also managing a team focused on enhancing advisory processes. David's prior roles include Senior Financial Planner and Trainee Financial Planner, where skills in client relationships and financial planning were developed. Educational credentials include a Bachelor of Science in Economics and pursuing advanced management and financial planning qualifications.
Paradigm Norton Financial Planning
Our vision for Paradigm Norton is based on the fact that ‘we can’t take our money with us’ - that if we look exclusively at money, we only focus on a small part of the picture and hardly scratch the surface of what life is all about. Financial planning is about your life and not just your money. Financial planning isn’t a one-off activity. It’s a journey and it spans a lifetime. At the heart of what we do is to cause you to reflect and consider what you really want out of life, what are your dreams, hopes, aspirations and passions? Do you have the quality of life that you set out to achieve? Can you afford to do what you want to do? Answering these questions and reviewing your financial situation allows us to create a financial life plan unique to you – this is what we do. This is financial planning.