Pareto Financial Planning, the award-winning financial services firm based in Manchester, proudly announces its inclusion in the prestigious FT Adviser Top 100 Financial Advisers 2023.
FT Adviser conducts annual assessments of advisory firms nationwide, evaluating their business-winning capabilities in a challenging market through independent research.
Paul Stones, Managing Director of Pareto Financial Planning, expressed, “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 a team of over 70 members and experiencing rapid growth, Pareto Financial Planning, located in Spinningfields, manages more than £1 billion on behalf of a diverse client base and provides employee benefits solutions to over 500 companies. The firm specialises in collaborating with accountancy practices and their clients, building enduring relationships with leading professional practices across the North West.
The FT Adviser Top 100 ranking considers various factors, including annual gross inflows, client retention, the number of chartered and certified financial planners, and length of service. Firms are evaluated based on six different criteria to determine their ranking.
Pareto has a long-standing commitment to charitable contributions, raising over £1.2 million for local charities since 2014. Additionally, the firm was recently recognised as one of the best financial advisers to work for in the UK, an accolade presented by Professional Adviser and Best Companies Group.
