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

Andrea Jackson

Senior Manager

Andrew Lloyd-Owen

Independent Financial Adviser

Angela Geraghty

Paraplanner Team Leader

Angela Heath

IO Investment Team Leader

Ania Szylar-Czerniawska

Risk & Compliance Manager

Anwar Hussain

IO investment Administrator

Becky Williams

Chartered Financial Planner

Chris Hesketh

Portfolio Administrator

Chris Isaac

Chartered Financial Planner

Chris Romain

Finance Director

Colin Tomlinson

Financial Adviser

Courage Ruwanza

Chartered Financial Planner

Dafydd Parry

Independent Financial Adviser

Daniel Massey

Paraplanner

Darren Hardy-Dearness

Compliance Director

Derek Ward

Senior Paraplanner

Evette Murray

Employee Benefits Administrator

George Chantry

Founder & Independent Financial Adviser

Hannah Garner

Paraplanner

Ifsah Mahmood

Digital Marketing Executive

Jaisal Parmar

Administrator

James Hogg

Independent Financial Adviser

Jamie Clayton

Employee Benefits Team Leader

Jennifer Macfarlane

Marketing Manager

Joanne Walsh

Executive Assistant to John Stevenson

John Stevenson MBE

Founder & Independent Financial Adviser

Jonathan Dowling

Financial Adviser

Jorge Jackson

Independent Financial Adviser

Joseph Warne

Employee Benefits Consultant

Julie Chadwick

HR Manager

Karen Craddock

Admin Manager

Karen Joy

Oversight Team Leader

Kimberley Webster

Paraplanner

Lauren McHenry

Independent Financial Adviser

Lettie Cartwright

INDEPENDENT FINANCIAL ADVISER

Lindsey Pakes

Senior Administrator

Louis Mottershaw

Administrator

Lucas Jones

Technical Services Manager

Marcus Pilkington

Chartered Financial Planner

Martin Collins

Chartered Financial Planner

Megan Yates

Administrator

Michael Russell

Employee Benefits Administrator

Michelle Nott

Compliance Assistant

Nicky Aspray

Operations Director

Nicola Wassilenko

Team Leader

Paul Stones

Managing Director & Independent Financial Adviser

Pete Ratcliffe

Senior Paraplanner

Sara Peers-Kelly

Team Leader

Sarah Stott

Administrator

Sonia Leeson

Administrator

Stuart Carswell

Director & Independent Financial Adviser

Stuart Craig FPFS

Chartered Financial Planner

Tom Masey

Employee Benefits Consultant

Victoria Gill

Receptionist

Zoe Hall

Employee Benefits Administrator