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.
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