Lee Dunn has over two decades of experience in financial planning, currently serving as Client Director at Paradigm Norton Financial Planning Ltd since February 2001. In this role, Lee is responsible for the day-to-day management of key clients and leads the development of the company’s investment strategy. Prior to this, Lee worked as a Paraplanner at Derek Parry Ltd from December 1999 to January 2001 and as an Assistant Management Consultant at Winchester White from September 1998 to November 1999. Lee holds a Bachelor of Science (BSc) degree in Economics/Economic History from the University of Bristol, obtained between 1994 and 1997.
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.