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We are pleased to announce that Pareto Financial Planning has been named as one of the best financial advisers to work for in the UK, a project from Professional Adviser and Best Companies Group.

This industry-wide survey and awards programme honours the best places of employment in the financial services industry. Financial planning businesses from across the UK entered the two-part process to determine the Best Financial Advisers to Work For. The first part consisted of evaluating each nominated company’s workplace policies, practices, and demographics, while the second consisted of an employee survey to measure the employee experience.

Pareto Financial Planning scored highly across all categories evaluated with particularly impressive results in the corporate culture and communications, training, development and resources and leadership categories.

Paul Stones, Managing Director, Pareto Financial Planning, said: “We put a great deal of effort into providing a working environment and culture that produces the best outcomes for not only our employees but also our clients. To be recognised by the industry as a leader and one of the best financial advisers to work for is fantastic. It’s a massive team effort, this award is for everyone at Pareto.”

Pareto Financial Planning’s team, which is now in excess of 70, grew turnover by 22% and exceeded £1 billion of assets under its management in the financial year 2021/22. Pareto Financial Planning was also awarded “Best Nationwide Independent Financial Advisory Firm – UK” by SME News in 2022 and we celebrate our 15-year anniversary this month.

Personal circumstances differ and not all of this information is applicable to every client and/or their business, this information is general in nature and should not be relied upon without seeking specific professional financial advice.

The Financial Conduct Authority (FCA) does not regulate tax advice, estate planning, trusts or will writing.

The content in this article is for your general information and use only and is not intended to address your particular requirements. Articles should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice.

Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles.

Thresholds, percentage rates and tax legislation may change in subsequent finance acts. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested. Past performance is not a reliable indicator of future results.

Pareto Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA).