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Pareto Financial Planning

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Pareto Financial Planning

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Pareto Financial Planning Overview

4.8
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Pareto Financial Planning was founded in 2008 and has enjoyed continuous growth and now employs an expert team of over seventy. From our Manchester City centre offices, our experienced and highly qualified financial advisers work alongside our technical and administrative teams ...
Mission: At the heart of our business is a clear and succinct purpose – to provide a positive client outcome in everything we do. We believe in the importance of financial planning and how we provide it.

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Pareto Financial Planning Reviews

Pareto Financial Planning19
4.8
100%
Recommend to a Friend
100%
Approve of CEO
Pareto Financial Planning Managing Director Paul Stones
Paul Stones
3 Ratings
    5.0
    Adviser Support
    Current Employee, more than 3 years
    Manchester, England
    Recommend
    CEO Approval
    Business Outlook

    Pros

    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.

    Cons

    There are no downsides to working for Pareto

    See All 19 Reviews

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    Company Updates

    Pareto Financial Planning
    Company News2mo

    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.

    Pareto Financial Planning
    Events7mo

    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 forBest Companies Group2023
    • FT Adviser Top 100 Financial Advisers 2023FT Adviser Top 100 Financial Advisers2023

    Pareto Financial Planning FAQ

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    How are flexible working hours at Pareto Financial Planning?

    ...Flexible working dependant on job role....

    9 March 2023

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    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.

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    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.

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    Pareto Financial Planning Locations

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    Glassdoor gives you an inside look at what it's like to work at Pareto Financial Planning, including salaries, reviews, office photos, and more. This is the Pareto Financial Planning company profile. All content is posted anonymously by employees working at Pareto Financial Planning.