- Manchester City Centre, United Kingdom
- 51 to 200 Employees
- 1 Location
- Type: Company - Private
- Founded in 2008
- Revenue: Unknown / Non-Applicable
- Financial Transaction Processing
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Pareto Financial Planning Reviews
There is a focus on work-life balance and employee wellbeing. Management are very supportive throughout the company. Lots of scope to progress and to participate in the success of the business. Very supportive environment. Very much a values-driven organisation.
There are no downsides to working for Pareto
We’re pleased to announce that once again we have been named, in the prestigious FT Adviser Top 100 Financial Advisers 2023. Each year FT Adviser assess the strength of advice firms across the country based on independent research which demonstrates their business-winning abilities in what has been a tough market. Paul Stones, Managing Director, Pareto Financial Planning, said: “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.” With more than 70 staff and growing rapidly, Pareto have over £1 billion under influence on behalf of thousands of diverse clients, and manages employee benefits solutions for over 500 companies. Pareto specialises in working with accountancy practices and their clients, and are proud to have developed long-term relationships with industry-leading professional practices across the North West. The FT Adviser Top 100 looks at a variety of factors, including gross inflows throughout the year, client retention, the number of chartered and certified financial planners and length of service. Each firm is then scored on six different factors, which produces the ranking.
On Sunday 14th May, 12 members from the Pareto team, the “Pareto Dragons”, entered The Manchester Charity Dragon Boat Challenge at Sale Water Park. The teams raced in genuine dragon boats from China, consisting of up to 16 rowers and 1 drummer. They were racing against teams from other businesses, all in the name of charity. The charity Pareto Dragons supported was our charity of the year Centrepoint. This year 38 teams entered the dragon boat challenge, testing their resilience out in the water. Each team raced 3 times; the teams with the fastest times from the 38 teams entered the finals. Since it was the first time any of the Pareto team had done Dragon Boat racing, they were absolutely incredible, they came 28 place out of 38. The team leader Jen said “We weren’t sure what to expect of our first dragon boat race experience, but we all had a fabulous day. Technique can definitely be improved upon, but we were happy with our result as a novice team and look forward to doing it again next year!”
Pareto Financial Planning Awards & Accolades
- Best Financial Advisers to Work for, Best Companies Group, 2023
- FT Adviser Top 100 Financial Advisers 2023, FT Adviser Top 100 Financial Advisers, 2023
Pareto Financial Planning FAQ
All answers shown come directly from Pareto Financial Planning Reviews and are not edited or altered.
...Flexible working dependant on job role....
9 March 2023
People Also Ask about Pareto Financial Planning
Employees rate Pareto Financial Planning 4.8 out of 5 stars based on 19 anonymous reviews on Glassdoor.
Overall, 100% of employees would recommend working at Pareto Financial Planning to a friend. This is based on 19 anonymously submitted reviews on Glassdoor.
100% of employees think that Pareto Financial Planning has a positive business outlook. This is based on anonymous employee reviews submitted on Glassdoor.