Our Partnership Process
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 into Pareto this way, demonstrating the level of trust our 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 independent financial adviser (IFA) partner, we tailor our solutions to meet their unique requirements and changing client needs.