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We are delighted to announce that Lauren McHenry has achieved Chartered Financial Planner status. Lauren started at Pareto as a Trainee Paraplanner and has progressed through our fully funded qualification and support programme.

Lauren’s hard work and determination, combined with the support of our Training and Development programme, is a perfect example of how careers can flourish when the right environment is put in place.

As Suzanne Chadwick, Head of Training & Development at Pareto Financial Planning, commented, “Lauren’s journey represents an incredible combination of application and hard work together with Pareto’s commitment to colleague development. We provide not just financial support for qualification attainment but fully expensed study material, paid time off for revision and individual paid recognition for exam success.”

Paul Stones, Managing Director, Pareto Financial Planning, said, “Huge congratulations to Lauren for achieving Chartered Financial Planner status. The whole Pareto family is incredibly proud of you. With more Pareto colleagues following you on our programme we are organically creating the future of financial planning.”

Lauren McHenry, Chartered Financial Planner, Pareto Financial Planning, said, “What a journey so far. I can’t thank the entire team enough for the support and encouragement they have given me. I’m now looking forward to less study and more client interaction as Pareto goes from strength to strength.”

Pareto have more than £1 billion of assets under management and have been named as one of the Top 100 advisers in the UK by the Financial Times in 2024.

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).

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