B Impact Report

Logo for Paradigm Norton Financial Planning Ltd

Paradigm Norton Financial Planning Ltd

Paradigm Norton is an award-winning financial planning firm.
Certified Since: September, 2019
Location: Bristol, Bristol, United Kingdom
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

85.7

The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

www.paradigmnorton.co.uk

Paradigm Norton Financial Planning, an employee owned firm, was established in 2001 with a clear purpose: “To impact the lives of their clients, for the better, for ever”. They are a firm that’s committed to a broader set of stakeholder values, where their priorities are their clients, their team, their community and the environment.

Paradigm Norton Financial Planning's Certified and Chartered Financial Planners work with clients to create a financial plan that joins together their life, their money and their values. In their experience these elements are rarely linked and financial decisions should always be made with reference to the achievement of these broader life goals and ambitions.

At the heart of what they do is their four core values. In March 2019, they became an employee-owned business allowing them to retain their values based financial planning service for decades to come. In September they were awarded the B Corp Certification, making Paradigm the 228th UK company to be awarded the B Corporation certification, and the 21st financial services firm. One of the other ways they live their values is through their charitable foundation - The Paradigm Norton Trust.
Because they truly believe that money matters, but life matters more.

Impact Area Scoresinfo_outline

info_outlineOverall B Impact Score

To certify as a B Corp, a company must achieve a minimum verified score of 80 points on the B Impact Assessment. The B Impact Assessment asks questions about how the day-to-day operations of a company create positive impact for the company’s workers, community, and environment. Additionally, companies can earn further points if their overall business model can be shown to create positive social and environmental impact as well, qualifying the company for specific Impact Business Model points.

Scores for Certified B Corporations are verified by the non-profit B Lab.

info_outlineImpact Area Scores

The questions in the B Impact Assessment are organized into five Impact Areas: Governance, Workers, Community, Environment, and Customers. Click into a Impact Area to see topics covered in each. Topics in blue are Impact Business Models associated with that Impact Area where the company has earned additional credit. Due to rounding, displayed totals may not add up exactly.

The B Impact Assessment is customized to a company's size, sector, and geographic market.  However, within those parameters, there are still questions included in the B Impact Assessment that might not be relevant to a particular company. In cases where a question is not applicable, the potential points available for that question are instead earned based on the performance of the company on the other topics relevant to the stakeholder and summed up as "N/A points." Likewise, a score of N/A for Workers means that the company is a sole proprietor or partnership with no full-time staff, and a score of 0 or N/A for Customers means that the company does not have a specific Customer-focused Impact Business Model.

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info_outlineBest for the World Honoree

Each year, B Lab releases lists honoring the top-performing Certified B Corps in each Impact Area and overall, broken down by size, on the annual Best for the World lists.

info_outlineAdditional Documentation

B Lab may determine that a company should make additional material beyond their B Impact Report transparent in order for the public to be able to evaluate the company’s overall impact. This additional transparency may cover participation in a controversial industry, information shared on the company’s Disclosure Questionnaire, or simply a company’s relationship to a larger complex entity. Public companies and wholly-owned subsidiaries are required to make their full B Impact Assessments transparent to achieve B Corp Certification.