Pareto Financial Planning records strong growth

Paul Stones, Managing Director, Pareto Financial Planning

Pareto Financial Planning, the award-winning Manchester-based financial services firm, today announced strong growth across the business for 2021/2022. The financial planning company announces that it has increased its turnover by 22% and exceeded one billion pounds of assets under its management.

people first

Paul Stones assumed the role of CEO in 2021, taking responsibility for overall business performance and Pareto growth targets as set by the board.

Additionally, Pareto has increased its workforce by 20% to more than 70, while continuing to expand its operations in line with ambitious strategic growth plans. Pareto hosted two Certified Financial Planners and two team members progressed through its ‘Adviser Academy’ to become Financial Advisors.

Pareto’s benefits team continued to grow with the recruitment of an additional benefits consultant to complement the existing team of specialists. This reflects the growing desire of employers to focus on recruitment, retention and employee well-being by seeking the right advice and implementing the best benefits for their staff.

Partnerships

Pareto has entered into three new partnerships, adding North West-based Beever and Struthers, Wyatt Morris Golland Ltd and Langricks to a growing number of chartered accountants who trust Pareto to provide a range of financial planning services to their clients , including pensions, protection, investments and business planning advice.

Social impact

As Pareto continues to grow, it’s important to maintain a strong culture, inspire trust, and drive change. In late 2021, Pareto released its first Impact Report, a committee-led initiative that shapes company culture and values, leads by example, and drives change for increased transparency. According to Pareto, this commitment has a positive impact on employees, communities and the environment.

Charities and community projects supported by Pareto include: Beechwood Cancer Care, Manchester City of Trees, Wood Street Mission, Friends of Wellfield Running Track, Gildersome Girls Under 13’s Football Team, Curzon Ashton PAN-Disability Football Team and Agecroft Rowing Club Youth Rowing Program.

Outlook

Paul Stones, Managing Director of Pareto Financial Planning, said: “With economic uncertainty more pronounced, now more than ever, it is essential that those looking to protect and secure their financial future can do so with the confidence that the he team they work with is personal and approachable. Everyone’s circumstances are unique and at Pareto we pride ourselves on the service we provide. Our growth, while enjoyable, is a testament to our team’s dedication and top-down focus on the values ​​we share with each other and with our customers.”

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