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David Norton was a leading figure in the rise of financial planning as a profession. He was instrumental in bringing principles of this profession from the USA to the UK. He was Chairman of the Institute of Financial Planning from 1993 to 1996 and then President from1996 to 1998 – serving on its board until 2004. In 1997 addressed the Japan Association for Financial Planning Annual Conference and in 1998 was keynote speaker at the Australian Financial planning Association Annual Convebtion in Cairns. Kevin O’Donnell, head of the editorial strategy for the Financial Times Business’s retail finance division, was quoted by the Financial Adviser: “David helped put financial planning on the map in the UK and his legacy will live on. He was dedicated to his profession, an excellent speaker and intelligent and amusing company”. Another in the profession, George Kinder of the Life Planning Institute, said that David “was one of the finest men I knew..his profession and caring, his support, his humour and integrity were immediately evident to everyone” His own firm, Norton Partners, was set up in 1980. From 1981 he was a regular broadcaster on Radio Bristol on financial matters.
He had many other interests. He was from 1988 for 17 years race commentator at the Keynsham Road Race. His 50th birthday (and 20 years of Norton Partners) were celebrated in 2000 with a murder mystery party. For 23 years from 1982 he produced an annual film for the local church fete.
In 1973 he met Julia Savage over an adding machine at work, and they married in 1975. They had a daughter Rosemary (born 1980) and a son Philip (born 1983). He was diagnosed with a brain tumour on 22 December 2004, celebrated a happy and memorable Christmas and died peacefully on 28 January 2005.
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