We are delighted that Pareto has been ranked 48 nationally in the FTAdviser Top 100 list placing us in the top 10% of UK advisers and one of only two independently owned financial advisers in the North West to make the top 50.
The Financial Times Top 100 list compiles the best financial advisory businesses across the UK from in-depth analysis.
Since 2018 the list has been based on factors such as growth rates, the years of experience each business has managing assets and how well-qualified advisers are. It also includes flows of client money and how their investment choices influenced asset growth over the year.
Whilst previously the list has been based purely on sales, this in-depth analysis gives a far more comprehensive view of a company’s capabilities. Matrix Solutions, an ISS Market Intelligence company, uses data received directly from fund managers covering 90 per cent of the retail investment market, plus 16 of the nation’s biggest investment platforms.
We are delighted to be recognised as one of the top financial advisers in the country. In what has been an unusual and challenging year it is testament to every member of the Pareto team whose continued commitment to delivery, service and always putting our clients first is the reason we can celebrate such achievements.
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).