Our guests gather to talk about the power of clearly defining Purpose, Vision, Values and Culture … Because, says Ruth Sturkey, “If you do, and you weave them together, you create an amazing business that really is a mirror into your soul.”

Ruth co-founded and led The Red House Financial Planning firm, which she successfully merged with Paradigm Norton in December 2017. Ruth continues to help grow the merged business as a Non Executive Director to enable Paradigm Norton, an employee owned and accredited B Corp, to be the leading purpose driven Financial Planning firm in the UK.

Barry co-founded Paradigm Norton in 2001. It’s now one of the largest independent financial planning companies in England, serving over 1,400 families with over £1.1 billion of assets under management and employing a team of 70. Paradigm Norton is the current Chartered Financial Planning firm of the year.

Natalie leads the delivery of Financial Planning to Mazar’s entrepreneurial business clients. Her focus is to understand where they are now and where they want to be. Not just from a personal perspective but also with regards to their business and long term legacy. She feels priveledged to be in such a trusted position and continues to adapt and refine the Financial Planning process to keep clients sitting at the heart of it.

As MD, Alasdair has overseen the development of a ‘Financial Planning-first’ business model believing the Financial Planning process holds immense value for clients. This business development includes incrementally changing the client review process to focus on Financial Planning rather than Financial Performance.