Trusted advice for your clients with financial planning partners

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 More

What our partners say

Pareto are a natural fit for us given our shared client-focused culture and unwavering commitment to establishing and maintaining long-standing client relationships. We worked closely with Pareto to identify and recruit the right adviser for us, and it has certainly paid dividends, with him now very much embedded into our team, quickly becoming an integral part of our client proposition.

Nadeem HussainPartner at Pierce

Since inception, our partnership with Pareto has been well-received by our clients, particularly business owners who are actively running their companies day-to-day and require a holistic solution to their personal and business planning needs. Our Pareto advisers have fully integrated themselves into our team, playing an active role in office life, and have grown with us as demand has increased. We look forward to developing the relationship further in years to come.

Mark RobertsonManaging Director at UHY

Pareto are the ideal IFA partner. They share the same client-first ethos and commitment to providing a fully holistic financial service. Our dedicated adviser has integrated well into the practice, and a clear web presence and monthly newsletter have gone a long way to further strengthen this. We have had a promising year, and we are looking forward to seeing how our partnership develops, at what is an exciting time for us.

Richard FlemingManaging Director at Ascendis

Early last year, we identified a need for a financial planning service to further support our clients going through the business sale process. Supported by Pareto, we have been able to offer this service in-house with a senior chartered financial planner. The addition has been well received by our clients, safe in the knowledge we are working in synergy with other professionals, with a diverse skills base and exploring all aspects of their financial position pre and post-sale. Leaving no stone unturned to ensure they are well-informed and more importantly, well protected.

Simon BrownbillPartner & Director of Practice Development at Hurst

A core part of our business offering is that we have the ability to give our clients a complete range of financial services. Our relationship with Pareto Financial Planning has helped us to achieve just that. Having a dedicated Pareto financial adviser has ensured our clients have received a consistently high quality of service, provided by a professional who understands their full financial picture and long-term vision. We look forward to developing the relationship even further in the years to come.

Gary KramrischPartner at Alexander & CO
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:

Arrange a fee-free consultation

Get in touch with one of our advisers and find out how we can help you.