Case Study

Caunce O’Hara


The Challenge:
A Top 100 UK Commercial Insurance Broker with no internal financial services offering. The directors of both companies had worked closely when they originally set up their businesses, but as each business grew and the opportunities to work together grew, the businesses found there was less time and resources available to develop the relationship.

The Solution:
A Pareto Financial Advisor was seconded to Caunce O’Hara one day per week to help develop and maintain the great relationship that had already been built. Pareto and Caunce O’Hara have a great relationship, both commercially and socially, which has grown from strength to strength. Both organisations help to market each other’s services to new and existing clients and regularly host joint events to bring the two together.

The Results:
Clients have responded positively to the high-quality service received from Caunce O’Hara. Caunce O’Hara are not your ordinary insurance broker and have undertaken many due diligence exercises for our client’s insurances, making a genuine difference, adding value and in some cases recommending the clients stays with their current insurer if they are already well placed.

Feedback from clients referred in to Pareto has been extremely positive, leading to increased referrals and fee income.