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Pareto Financial Planning drives forward with growth plans

April 2021

by John Stevenson

Pareto Financial Planning Limited, an award-winning firm of Independent Financial Advisers (IFAs) has agreed new facilities with Virgin Money which will support the firm’s plans for further growth.

Manchester-based Pareto was founded in 2008 by John Stevenson MBE and George Chantry, who have decades of financial planning experience between them. Since Pareto’s foundation, the company has enjoyed continuous growth and now employs an expert team of over fifty.

During the last 12 months, Pareto adapted to new agile working processes and remained fully committed to business continuity, integrity and to ensuring their clients continued to receive the same quality of service in unnerving times.

John Stevenson, Managing Director of Pareto said, “The last 12 months brought unparalleled uncertainty to every sector including financial services; however, this time of disruption is also an opportunity for growth. It has enabled Pareto to refocus our strategy, accelerate digital transformation and reaffirm our purpose.

With the help of Virgin Money, we have secured growth finance to help us accomplish our exciting and ambitious strategic plans.”

Virgin Money provided a funding package that comprises term lending to support the business as it looks to accelerate its growth. The transaction was led by David Burgess and Martin Aston, who both work in the SME Cashflow team of Virgin Money.

David commented, “Pareto continue to impress with their performance both pre Covid-19 and during the pandemic. We are delighted to have supported John and the team with a finance package that will allow the business to accelerate its growth.

Virgin Money’s cash flow finance is perfect to allow management to invest in the business and will enable management to drive the business forward into the next stage of its growth.”

Looking to a ‘new normal’ we expect to experience a restructuring of the economic and social order in which business and society have traditionally operated. Pareto looks forward to the next step on their journey, remaining dedicated to their clients with a continued commitment to delivery and service.

 


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