ALL MATTERS FINANCIAL

Our Team

John Stevenson

Managing Director

John Stevenson

Managing Director

John started work in the Financial Services industry in 1992. In 1994 John established Carrwood Barker which became the largest provider of Independent Financial advice to Accountants. In 2005 the business was sold to Lighthouse Group PLC, the UK’s largest Wealth Management Group, and John became a Main Board Director of the PLC. In early 2008 John left to launch Pareto with a vision to provide both quality advice and service to Corporates and Individuals. John provides direct advice to a number of high profile clients and also acts as lead adviser, to support other Pareto advisers, on a number of large Employee Benefit Projects.

George Chantry

Director

George Chantry

Director

George has worked in the Financial Services industry since 1988 initially as a Technical Consultant for Clerical Medical, part of the HBOS Group. In 1995 George joined John Stevenson at Carrwood Barker as Sales Director. George helped to both grow the business and build a quality team of advisers. Carrwood Barker was sold in 2005 to Lighthouse Group PLC and at the time had a team of 45 employed advisers and a turnover close to £10m. At Lighthouse George was the lead adviser in the PLC’s Manchester office. In early 2008 George established Pareto where he advises both individual and corporate clients. He also works closely with Pareto’s employed advisers acting both as a Manager and mentor. Pareto has quickly established a quality team of advisers and support staff and the practice has gained an enviable reputation within the professional marketplace.

Paul Stones

Associate Director

Paul Stones

Associate Director

Paul has worked in financial services for over 20 years and as an IFA since 2000. He specialises in personal and corporate financial planning, particularly involving pension investment, trust and estate planning. He works closely with solicitors and accountants in Manchester and throughout the North West.

Stuart Carswell

Associate Director

Stuart Carswell

Associate Director

Stuart has been an IFA since 1997 when he graduated from university and has worked with John Stevenson and George Chantry since 2005. He prides himself on his working relationships with his clients and introducers alike, ensuring he understands clients’ needs before any advice is made. Stuart looks after a number of high net worth individuals, corporate clients and professional sportspeople. He has strong relationships with professional companies that helps him provide proactive advice to ensure that all needs are met.

Kevin Morrissey

Compliance Director

Kevin Morrissey

Compliance Director

Glenn Parker

Independent Financial Adviser

Glenn Parker

Independent Financial Adviser

Glenn has been an IFA since 1987 and has worked with John Stevenson and George Chantry, the Directors of Pareto, since 1999. He is the head of Pareto’s Investment Policy Committee and has responsibility for monitoring and reviewing the company’s asset allocation and fund selection process. Glenn mainly deals with Pareto’s existing high net worth clients and the management of their personal investment portfolios and pension assets.

Mike Smith FPFS

Chartered Financial Planner

Mike Smith FPFS

Chartered Financial Planner

Mike has over 23 years’ experience in financial advice and has worked as an IFA for 18 years. In this time he has advised a wide range of both private individual and corporate clients.
Mike is a Chartered Financial Planner and a Fellow of the Personal Finance Society. Mike is authorised to advise on all types of corporate and personal finance, including investment strategies and portfolio management; tax, trust and estate planning and pensions and retirement planning.

John Winstanley

Independent Financial Adviser

John Winstanley

Independent Financial Adviser

John has worked in Financial Services since 2004. He joined Pareto in September 2014, having previously worked as a Financial Adviser for a major high street bank and latterly as an Independent Financial Adviser for a regional financial services company. John advises both personal and corporate clients on all areas of financial planning, with a particular emphasis on retirement, protection and investment planning. John also works closely with a number of professional connections in Manchester and throughout the North West.

Alex Savage

Independent Financial Adviser

Alex Savage

Independent Financial Adviser

Alex has been in the financial services industry for 10 years and has been an IFA since 2011.  She has strong relationships with well-known Accountants and Solicitors in Manchester city centre, specialising in corporate and individual financial planning.  Alex prides herself on taking the time to listen and understand what her clients want to achieve, whilst understanding the pressures of life which can make a real difference to financial planning

Stuart Craig

Independent Financial Adviser

Stuart Craig

Independent Financial Adviser

Stuart has worked within the financial services industry since 2001. He originally started employment with the IFA arm of the Cooperative Bank where he completed his initial training before leaving after 2 1/2 years to commence working with George and John at Carrwood Group. During this time he has worked within various roles which include sales support, compliance and Paraplanning before becoming an adviser in 2007. The experience gained within these alternative roles have helped develop an in depth knowledge of the financial advice sector and enables Stuart to provide proactive advice when with clients. Since joining Pareto in 2008 Stuart has developed a client base that includes both corporate clients and individual clients. Stuart is ideally placed to advise Senior Management Executives from a corporate aspect whilst incorporating their personal affairs to help provide a truly bespoke portfolio which will cover pensions, protection and investments and will be reviewed on an ongoing basis.

Anthony Bruchez

Independent Financial Adviser

Anthony Bruchez

Independent Financial Adviser

Adrian Chorley

Mortgage Adviser

Adrian Chorley

Mortgage Adviser

Alex Binnington

Independent Financial Adviser

Alex Binnington

Independent Financial Adviser

 

Mark Galligan

Independent Financial Adviser

Mark Galligan

Independent Financial Adviser

Mark joined the Financial Services industry in 1997 after graduating from Manchester Metropolitan University with a BSC Honours degree. Since then, he has developed a strong network of private and corporate clients throughout the North West. Mark focuses on developing a deep understanding his client’s goals. This enables him to provide suitable, timely advice that helps ensure his clients meet their financial objectives.

Peter Ratcliffe

Paraplanning Team Leader

Peter Ratcliffe

Paraplanning Team Leader

Maura Zara

Paraplanner

Maura Zara

Paraplanner

Dafydd Parry

Paraplanner

Dafydd Parry

Paraplanner

Rosie Bailey

Trainee Paraplanner

Rosie Bailey

Trainee Paraplanner

Karen Joy

Administration Team Leader

Karen Joy

Administration Team Leader

Christina O’Rourke

Senior Financial Services Administrator

Christina O’Rourke

Senior Financial Services Administrator

Simon Hawkins

Financial Services Administrator

Simon Hawkins

Financial Services Administrator

Sara Peers Kelly

Mortgage Administrator

Sara Peers Kelly

Mortgage Administrator

Ania Carman

Adviser Support

Ania Carman

Adviser Support

Peter Ryan

Employee Benefits Administrator

Peter Ryan

Employee Benefits Administrator

Ashlea Philbin

Receptionist

Ashlea Philbin

Receptionist

Rhiannon Smith

Adviser Support

Rhiannon Smith

Adviser Support

Nathaniel Johnson-Locke

Accounts Assistant

Nathaniel Johnson-Locke

Accounts Assistant

Laura Taylor

Adviser Support

Laura Taylor

Adviser Support

Gill Worthington

Adviser Support

Gill Worthington

Adviser Support

Seb Halstead

Marketing Executive

Seb Halstead

Marketing Executive