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.
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