Each year, FT Adviser evaluates the performance of advisory firms across the nation, measuring their ability to thrive in a challenging market through independent research.
Paul Stones, Managing Director of Pareto Financial Planning, expressed his gratitude, stating, “As one of only a handful of independent advisers in the North West to make the top 100 nationally, this accolade is testament to the hard work and dedication of the whole Pareto team. This achievement wouldn’t have been possible without our 100% focus on a client-first approach.”
Pareto Financial Planning, headquartered in Spinningfields, has seen rapid growth, boasting a team of over 70 professionals. The firm manages assets exceeding £1 billion on behalf of a diverse clientele and administers employee benefits solutions for more than 500 companies. Pareto specialises in collaborating with accounting firms and their clients, fostering long-term relationships with leading professional practices across the North West.
The FT Adviser Top 100 assessment takes into account several factors, including gross inflows, client retention, the number of chartered and certified financial planners, and the length of service. These factors are used to determine the ranking of each firm.
Pareto has a strong commitment to philanthropy, having raised over £1.2 million for local charities since 2014. Furthermore, the firm was recently recognised as one of the best financial advisers to work for in the UK, a distinction awarded through a joint project by Professional Adviser and Best Companies Group.