Pareto, welcomed four professionals to the growing adviser team in the last year. The team, which is now in excess of 70, grew turnover by 22% and exceeded £1 billion of assets under its management in financial year 2021/22.
Chris Isaac joined Pareto at the beginning of 2022 as a Chartered Financial Planner having started his career as a paraplanner. Before Pareto he was previously with Hearnden Associates. “I joined Pareto as my values and views on how the Financial Planning profession is changing align with Pareto’s vision as a forward-thinking firm. I believe in really putting the clients at the heart of the process and focussing not just on products but on “Real Financial Planning”. Pareto is aligned with this view so it was a great fit to progress my career.”
Lettie Cartwright joined Pareto from Wetherall’s Corporate as an Independent Financial Adviser with an interest in all things financial and in particular Inheritance Tax planning. She was attracted to Pareto for “its diverse team and the opportunity to learn in a fast growth company.”
Chartered Financial Planner, Courage Ruwanza, joined Pareto following eight years with Equilibrium Financial Planning. Courage specialises in retirement planning, inheritance tax planning and trust planning. “I’m delighted to join Pareto, who are a dynamic and forward-thinking business and I look forward to developing new client relationships in my role as a Financial Adviser.”
Martin Collins joined Pareto at the beginning of this year as a Chartered Financial Planner having started his career over 20 years ago. Before Pareto he was previously with Hurley Partners Ltd who were subsequently bought by Mattioli Woods in 2020. “I joined Pareto because of the opportunity to work for a dynamic company with a culture that puts their client’s interests at the heart of everything they do. One of the main attractions of Pareto was their commitment to the long-term relationships they have with clients which is strengthened by the additional services that they are able to offer to individuals and businesses alike.”
Stuart Carswell, Director, Pareto Financial Planning, said, “We’re delighted to have Lettie, Chris, Courage and Martin join the growing and talented team at Pareto. Our core principles are strong and this is evident as we continue to attract the next generation of client focused advisers.”
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