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We’re pleased to announce that once again we have been named, in the prestigious FT Adviser Top 100 Financial Advisers 2023.

Each year FT Adviser assess the strength of advice firms across the country based on independent research which demonstrates their business-winning abilities in what has been a tough market.

Paul Stones, Managing Director, Pareto Financial Planning, said: “As one of only a handful of independent advisers in the North West to make the top 100 nationally, this accolade is testament to the hard work and dedication of the whole Pareto team. This achievement wouldn’t have been possible without our 100% focus on a client-first approach.”

With more than 70 staff and growing rapidly, Pareto have over £1 billion under influence on behalf of thousands of diverse clients, and manages employee benefits solutions for over 500 companies. Pareto specialises in working with accountancy practices and their clients, and are proud to have developed long-term relationships with industry-leading professional practices across the North West.

The FT Adviser Top 100 looks at a variety of factors, including gross inflows throughout the year, client retention, the number of chartered and certified financial planners and length of service. Each firm is then scored on six different factors, which produces the ranking.

Since 2014, Pareto has raised more than £1.2 million for local charities and most recently it was named as one of the best financial advisers to work for in the UK – a project from Professional Adviser and Best Companies Group.

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.

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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).