ALL MATTERS FINANCIAL

Our Team

John Stevenson

Managing Director

John Stevenson

Managing Director

John started work in the Financial Services industry in 1992. In 1994 John established Carrwood Barker which became the largest provider of Independent Financial advice to Accountants. In 2005 the business was sold to Lighthouse Group PLC, the UK’s largest Wealth Management Group, and John became a Main Board Director of the PLC. In early 2008 John left to launch Pareto with a vision to provide both quality advice and service to Corporates and Individuals. John provides direct advice to a number of high profile clients and also acts as lead adviser, to support other Pareto advisers, on a number of large Employee Benefit Projects.

George Chantry

Director

George Chantry

Director

George has worked in the Financial Services industry since 1988 initially as a Technical Consultant for Clerical Medical, part of the HBOS Group. In 1995 George joined John Stevenson at Carrwood Barker as Sales Director. George helped to both grow the business and build a quality team of advisers. Carrwood Barker was sold in 2005 to Lighthouse Group PLC and at the time had a team of 45 employed advisers and a turnover close to £10m. At Lighthouse George was the lead adviser in the PLC’s Manchester office. In early 2008 George established Pareto where he advises both individual and corporate clients. He also works closely with Pareto’s employed advisers acting both as a Manager and mentor. Pareto has quickly established a quality team of advisers and support staff and the practice has gained an enviable reputation within the professional marketplace.

Paul Stones

Director

Paul Stones

Director

Paul has worked in financial services for over 27 years and as an IFA since 2000. He specialises in personal and corporate financial planning, particularly involving pension investment, trust and estate planning. He holds the Pension Transfer Specialist qualification. He works closely with banks, solicitors and accountants in Manchester and throughout the North West. He was appointed as a Director of Pareto Financial Planning Ltd in April 2017.

Stuart Carswell

Director

Stuart Carswell

Director

Stuart has been an IFA since 1997 when he graduated from Nottingham University, and has worked with John Stevenson and George Chantry since 2005. Stuart has extensive experience in looking after business owners, private individuals, sports and entertainment clients. Stuart also works closely with professional connections such as accountants and solicitors specialising in advising with business sales, matrimonial splits and clinical negligence claims.

Stuart was made Director in 2017 and sits on the board of Pareto Financial Planning Ltd. He has responsibility for looking after existing, and developing new, business relationships whilst looking after a limited number of clients, many of whom have been with Stuart for many years.

Glenn Parker

Independent Financial Adviser

Glenn Parker

Independent Financial Adviser

Glenn has been an IFA since 1987 and has worked with John Stevenson and George Chantry, the Directors of Pareto, since 1999. He is the head of Pareto’s Investment Policy Committee and has responsibility for monitoring and reviewing the company’s asset allocation and fund selection process. Glenn mainly deals with Pareto’s existing high net worth clients and the management of their personal investment portfolios and pension assets.

Mike Smith FPFS

Chartered Financial Planner

Mike Smith FPFS

Chartered Financial Planner

Mike has over 23 years’ experience in financial advice and has worked as an IFA for 18 years. In this time he has advised a wide range of both private individual and corporate clients.
Mike is a Chartered Financial Planner and a Fellow of the Personal Finance Society. Mike is authorised to advise on all types of corporate and personal finance, including investment strategies and portfolio management; tax, trust and estate planning and pensions and retirement planning.

John Winstanley

Independent Financial Adviser

John Winstanley

Independent Financial Adviser

John has worked in Financial Services since 2004. He joined Pareto in September 2014, having previously worked as a Financial Adviser for a major high street bank and latterly as an Independent Financial Adviser for a regional financial services company. John advises both personal and corporate clients on all areas of financial planning, with a particular emphasis on retirement, protection and investment planning. John also works closely with a number of professional connections in Manchester and throughout the North West.

Alex Savage

Independent Financial Adviser

Alex Savage

Independent Financial Adviser

Alex has been in the financial services industry for 10 years and has been an IFA since 2011.  She has strong relationships with well-known Accountants and Solicitors in Manchester city centre, specialising in corporate and individual financial planning.  Alex prides herself on taking the time to listen and understand what her clients want to achieve, whilst understanding the pressures of life which can make a real difference to financial planning

Stuart Craig FPFS

Chartered Financial Planner

Stuart Craig FPFS

Chartered Financial Planner

Stuart has worked within the financial services industry since 2001. He originally started employment with the IFA arm of the Cooperative Bank where he completed his initial training before leaving after 2 1/2 years to commence working with George and John at Carrwood Group. During this time, he has worked with in various roles which include sales support, compliance and Paraplanning before becoming an adviser in 2007. The experience gained within these alternative roles have helped develop an in-depth knowledge of the financial advice sector and enables Stuart to provide proactive advice when with clients. Since joining Pareto in 2008 Stuart has developed a client base that includes both corporate clients and individual clients. Stuart is a Chartered Financial Planner and a Fellow of the Personal Finance Society.

Mark Galligan

Chartered Financial Planner

Mark Galligan

Chartered Financial Planner

Mark joined the Financial Services industry in 1997 after graduating from Manchester Metropolitan University with a BSC Honours degree. Since then, he has developed a strong network of private and corporate clients throughout the North West. Mark focuses on developing a deep understanding of his client’s goals. This enables him to provide suitable, timely advice that helps ensure his clients meet their financial objectives.

Alex Binnington

Independent Financial Adviser

Alex Binnington

Independent Financial Adviser

Alex has worked in Financial Services for nearly 30 years, having been a qualified adviser since 1996. He advises both corporate and private clients, using his experience to add value to a broad range of clients throughout the UK, with particular emphasis on retirement planning, investments, IHT and protection. Alex also works closely with a number of professional introducers in Manchester and the North West, enhancing the services offered to their own clients

Anthony Bruchez

Independent Financial Adviser

Anthony Bruchez

Independent Financial Adviser

Anthony advises owner-managers within SMEs and family businesses where personal planning and business planning must be considered side by side. He prides himself on building lasting relationships with clients, helping them to understand where they are now, identify their future goals and map out a plan that will help them achieve those goals.

 

Anthony also works closely with a number of national accountancy, insurance and law practices providing advice to the firms, as well as their employees.

Andrew Lloyd-Owen

Independent Financial Adviser

Andrew Lloyd-Owen

Independent Financial Adviser

Andrew joined Pareto in 2018 and has over six years’ experience working as a financial adviser. Andrew is currently working towards his chartered status after attaining his diploma in Regulated Financial Planning and certificate in Mortgage Advice. He also qualified as an architect, achieving his BA(Hons) and BArch in 2008.

Alan Makinson

Employee Benefits Consultant

Alan Makinson

Employee Benefits Consultant

Alan has been advising corporate clients since 1992. Alan seeks to understand the business: its objectives, values and people strategy and advises on how an employee benefits strategy can support these. Advising on the design, implementation, communication and review of effective employee benefits. Alan prides himself on providing a high level of service to his clients and this has resulted in loyal client relationships.

Specialities: Pension Auto Enrolment, Scheme Governance, Salary Sacrifice, Group Life Assurance, Group Income Protection, Private Medical Insurance, Health and Wellbeing, Benchmarking, Communication.

Marcus Pilkington

Chartered Financial Planner

Marcus Pilkington

Chartered Financial Planner

Marcus started his career within the financial services industry in 2002, and during this time has worked in a number of roles which have included technical support, paraplanning and now as an IFA. He spent his early years working in the City of London, much of this as a Senior Financial Planner advising wealthy business owners and city professionals at the professional services group, Smith & Williamson. During his time in London, Marcus achieved Chartered Financial Planner status. Marcus advises clients and the legal profession on Personal Injury Trusts and Trustee investments, and his role at Pareto allows him to use his expertise across a number of disciplines, including individual and corporate planning. In particular, he has thorough practical knowledge of retirement planning for both individuals and companies. He understands the need to work closely with both solicitors and the accountancy profession to provide the best advice, and build long-term relationships with his clients.

James Hogg

Independent Financial Adviser

James Hogg

Independent Financial Adviser

James has worked within the financial advice industry since graduating from Newcastle University with a BSc Honours degree in Economics. He has worked in various roles within the industry, building up a strong technical knowledge of financial planning to compliment his keen interest in the economy. James currently works within the servicing department at Pareto, working closely with his clients to ensure all their ongoing needs are identified and met.

Dafydd Parry

Independent Financial Adviser

Dafydd Parry

Independent Financial Adviser

Dafydd has worked within the financial services industry for the past 9 years since graduating from Aberystwyth University with a degree in Business Economics. Dafydd has worked in various roles within the financial planning industry including paraplanning and advisory positions. His experience has given him a sound technical knowledge of financial planning. In 2016 Dafydd joined Pareto in a paraplanning capacity before being promoted in 2018 to the role of independent financial adviser. Dafydd now advises clients within the servicing department, applying his breadth of knowledge and technical experience to support Pareto clients with their ongoing financial needs.

Nicky Aspray

Operations Manager

Nicky Aspray

Operations Manager

Peter Ratcliffe

Team Leader

Peter Ratcliffe

Team Leader

Karen Joy

Team Leader

Karen Joy

Team Leader

Ania Carman

Portfolio Team Leader

Ania Carman

Portfolio Team Leader

Rhiannon Smith

Team Leader

Rhiannon Smith

Team Leader

Maura Zara

Paraplanner

Maura Zara

Paraplanner

Richard Duncan

Paraplanner

Richard Duncan

Paraplanner

Derek Ward

Paraplanner

Derek Ward

Paraplanner

Lauren McHenry

Paraplanner

Lauren McHenry

Paraplanner

Rachel Lewis

Paraplanner

Rachel Lewis

Paraplanner

Simon Hawkins

Adviser Support

Simon Hawkins

Adviser Support

Tom Masey

Adviser Support

Tom Masey

Adviser Support

Sara Peers Kelly

Adviser Support

Sara Peers Kelly

Adviser Support

Laura Taylor

Adviser Support

Laura Taylor

Adviser Support

Gill Worthington

Adviser Support

Gill Worthington

Adviser Support

Danny Fairclough

Adviser Support

Danny Fairclough

Adviser Support

Chris Hesketh

Adviser Support

Chris Hesketh

Adviser Support

Andrew O’Nions

Adviser Support

Andrew O’Nions

Adviser Support

Chris Bell

Adviser Support

Chris Bell

Adviser Support

Suzanne Graham

Adviser Support

Suzanne Graham

Adviser Support

Jaisal Parmar

Administrative Assistant

Jaisal Parmar

Administrative Assistant

Ashlea Philbin

PA to Executive Management

Ashlea Philbin

PA to Executive Management

Janice McGahan

Receptionist

Janice McGahan

Receptionist

Joanne Walsh

PA to John Stevenson

Joanne Walsh

PA to John Stevenson

Charlie Fletcher

Receptionist

Charlie Fletcher

Receptionist

Seb Halstead

Marketing Executive

Seb Halstead

Marketing Executive