About the business
At Norton Wealth, we find that most Clients upon taking that first step in seeking financial advice find that an enormous weight is lifted immediately, this might be finally understanding all those pension statements that have been gathering over the years, or investments they started years ago and are now unsure on how to deal with them, or simply just wanting to protect their family should the worst happen.
By taking the time to get to know you your circumstances goals and aspirations we can assess your situation and develop a strategy that will best achieve these, and together with pro-active management and an agreed review plan we can help you to stay on track or make changes as and when things you hadn’t planned for come to light.
Now more than ever, what our clients tell us they need is reliable, trustworthy advice, that’s easy to understand and is backed by a secure advice guarantee. For these reasons, we have chosen to be a Partner Practice of St. James’s Place Wealth Management, a FTSE 100 company and a highly distinguished U.K. Wealth Management business.
Regardless of the circumstances, our emphasis has and will always be about building a long-term trusting relationship with Clients and their families, by hoping for the best but more importantly planning for the worst.
I started my St. James’s Place journey in 2018 where I joined a Partner Practice in Cheltenham, this experience led me to go on to start my own Practice in my home town of Malmesbury.
Married to Lisa I am the proud father to two Daughters Olivia and Charlotte, and most recently have added a puppy as the newest family member which usually responds to the name of Rosie!
When I’m not enjoying swimming or gymnastics lessons with my Daughters we enjoy family river walks around Malmesbury, weekends away in the family motor-home, the occasional cinema visit with friends and going to the gym.
I wanted to get more involved with my Daughters School and so has now become a volunteer Parent Governor and sits on the Finance and Premises committee, this allows me to actively participate in the school delivering the highest standards of support for the Children whilst also helping them to develop their vision for the future needs of the town.