Partnering with Pareto Financial Planning
How could your practice benefit from partnering with Pareto?
Traditionally IFAs and accountants have worked separately to try and achieve the same client outcome. However, with client expectations for an increasingly holistic approach to professional advice, clear synergies and alliances should be explored.
Our business model is based on introduced work through formal introducer agreements with accountants, lawyers and general insurance practices. The majority of new business is referred to Pareto this way, demonstrating the level of trust partners place in us.
We are proud to have developed long-term relationships with industry-leading professional practices across the North West. As their trusted IFA partner, we tailor our solutions to meet their unique requirements and changing client needs.
Read the full article on IFA-Accountant relationships below:
Benefits for you
- Enhance your service offering with an additional service line.
- Our relationship provides a new income stream to the practice through fee or profit share.
- Compliance support by an FCA regulated and authorised firm.
- You have full control and play an active role in who advises your clients.
- Both parties generate new business and retain existing clients.
- A dedicated adviser becomes part of your team meaning your clients receive the same level of service delivered in a consistent manner.
- We provide marketing support for the financial planning service line.
Benefits for your clients
- Ability to get trusted financial advice in one holistic service.
- Transparent and jargon-free information and advice to empower their decisions.
- Professional advisers work closely and coherently towards their goals.
- The confidence they are working towards a considered financial plan taken with a strategic approach.
- Security of advice from an established, regulated and authorised firm.
How it works
Our Partnership Process breaks down the journey every step of the way. Explaining the importance, and keeping your company and your clients at the heart of every decision.
Learn MoreWhat our partners say
Case studies
Our Partners
Our expertise from working with professional connections has allowed us to develop a tried and tested business plan formula. But why take our word for it, see some of the case studies we have with our partners below:
