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Pareto in the Top 50 Financial Advisers 2020

October 2020

by John Stevenson

FTAdviser rank Pareto Financial Planning 48 in the Top 100 Financial Advisers list 2020

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.

 


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