About us

Our team

The Pareto Team

Passion, loyalty, reliability, trust, transparency.

We are powered by our people. They are what brings Pareto to life and what makes our company one of a kind beyond the services we offer.

We are a friendly team of over 60 experts all working with one common goal in mind; delivering a positive outcome in everything we do.

Alan Makinson

Employee Benefits Consultant

Alex Binnington

Independent Financial Adviser

Alex Savage

Independent Financial Adviser

Alicia Mills

Portfolio Administrator

Andrea Jackson

Administrator

Andrew Lloyd-Owen

Independent Financial Adviser

Angela Geraghty

Senior Paraplanner

Ania Carman

Portfolio Team Leader

Ania Szylar-Czerniawska

Risk and Compliance Analyst

Ashlea Chantry

PA & Team Leader

Becky Sugden

Chartered Financial Planner

Charlie Fletcher

Receptionist & Admin Assistant

Chris Hesketh

Portfolio Administrator

Chris Romain

Finance Director

Dafydd Parry

Independent Financial Adviser

Darren Hardy-Dearness

Compliance Director

Derek Ward

Senior Paraplanner & Team Leader

George Chantry

Founder & Independent Financial Adviser

Ifsah Mahmood

Digital Marketing Executive

Jaisal Parmar

Administrator

James Hogg

Independent Financial Adviser

Jennifer Macfarlane

Marketing Manager

Joanne Smiles

Employee Benefits Team Leader

Joanne Walsh

Executive Assistant to John Stevenson

John Stevenson MBE

Founder & Independent Financial Adviser

Julie Chadwick

HR & Client Services Support

Karen Joy

Administrator & Team Leader

Kimberley Webster

Paraplanner

Laura Taylor

Administrator & Team Leader

Lauren McHenry

Independent Financial Adviser

Lindsey Hoppley

Team Leader

Lucas Jones

Technical & Project Support Manager

Marcus Pilkington

Chartered Financial Planner

Matt Haden

Employee Benefits Consultant

Michelle Nott

Administrator

Nicky Aspray

Operations Director

Paul Stones

Managing Director & Independent Financial Adviser

Pete Ratcliffe

Senior Paraplanner

Philip May

Independent Financial Adviser

Royston Quick

Independent Financial Adviser

Sara Peers-Kelly

Senior Administrator

Seldian Curri

Trainee Paraplanner

Stephanie Spratt

Employee Benefits Administrator

Stuart Carswell

Director & Independent Financial Adviser

Stuart Craig FPFS

Chartered Financial Planner

Tom Masey

Employee Benefits Consultant