Pareto Financial Planning has proudly secured a spot in Citywire’s prestigious New Model Adviser Top 100, a list that celebrates the best of the UK’s financial planning community. This annual list showcases firms that excel in delivering financial planning services, contributing significantly to both value and the advancement of the profession.
The selection process, developed in collaboration with the financial ratings agency AKG, evaluates firms based on a comprehensive set of metrics designed to highlight the quality of service and expertise offered to clients. A snapshot of value was taken across 100 firms in the UK, identifying leaders in the field who set benchmarks for excellence, whether through client dedication, professional standards, or industry leadership.
Paul Stones, Managing Director said, “The Citywire New Model Adviser Top 100 is the benchmark for the industry. This recognition demonstrates the ‘client first’ approach the entire team at Pareto have. As a business, we’re on a growth trajectory and mission to not only be an award winning, trusted adviser but also to be an amazing place to work.”
“Spotlighting the Best in the Industry”
The methodology behind the Top 100 list involves a rigorous assessment, using a point-scoring system approved by AKG. Metrics include qualifications of staff, robust investment strategies, carefully segmented client bases, and efficient use of technology. Firms that go the extra mile in client education, staff recruitment, and commitment to professional standards score particularly well. The assessment is also balanced to ensure fair comparisons between firms of all sizes; larger firms benefit from additional resources for training and recruiting, which was factored into the evaluation.
Celebrating Excellence in Financial Advice
Whether through exceeding client expectations or driving forward the profession as a whole, firms on this list reflect the strength and resilience of the UK’s financial planning industry.
For more details on the full list and to explore the top firms recognised for 2024, visit Citywire’s New Model Adviser Top100 List.
