High quality regulated advice creating a new income stream

Partner with Pareto

Develop your Professional Practice

Strategic Partners

Our business model is based on introduced work through formal introducer agreements with accountants, lawyers and general insurance practices. The majority of new business is referred in to Pareto this way, demonstrating the level of trust partners place in us.

We are proud to have developed long-term relationships with industry leading professional practices across the North West. As their trusted IFA partner, we tailor our solutions to meet their unique requirements and changing client needs.

How could your practice benefit from partnering with Pareto?

  • New service line to your business.
  • Relationship provides a new income stream to the practice through fee, or profit share.
  • Compliance support by a regulated and authorised firm.
  • You have full control and play an active role in who advises your clients.
  • Both parties generate new business and retain existing clients.

How our partnerships work…

1. Educate

The introducer and Pareto will in turn fully educate one another as to the disciplines and services offered by each business, thus creating a full understanding of the potential benefits of the partnership.

2. Agreement

A formal introducer agreement is then signed, which covers responsibilities and fee sharing arrangements.

3. Approval

A dedicated financial adviser is approved by both parties, based on knowledge, sales skills and competence. Importantly we always consider the introducer’s requirements, and their unique company culture. The chosen adviser will be employed by Pareto who will be responsible for cost, management and compliance.

4. Report

Ideally, the adviser would be based for a number of fixed days within the introducer’s office, ensuring no out of sight, out of mind issues.

5. Implement

A business plan is produced and regular meetings ensure expectations and performance are both fulfilled, and continually assessed.

6. Market

We proactively market the service, aligning our efforts with the marketing strategy of the introducer.

7. Review

Regular management information is produced and presented to show activity and status of the introduced work.

Get in touch to find out how we can help you

    Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such information may be used to provide you with the details of services and products in writing, by email or by telephone.

    Alexander & Co are leading Manchester accountancy firm with 5 partners and no internal financial services proposition.

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    Pierce is an award-winning business advisory and accountancy group based in Blackburn.

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    Beever and Struthers is an award winning firm of Chartered Accountants and Business Advisors in Manchester, Blackburn, Birmingham and London.

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    UHY Hacker young is a national group of accountants with 540 staff across 22 offices. Their Manchester office is one of the largest accountancy practices in the city.

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    Founded in 1820, Tysers is a leading independent international Lloyd's broker. Headquartered in London, at the heart of the world's premier insurance market.

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    JMW are a Manchester-based legal practice with over 170 solicitors, lawyers and support staff.

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    Ascendis have an established reputation as a leading North West accountancy practice, with offices in both Manchester and Wilmslow.

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    Hurst are an award-winning Manchester accountancy practice, with 72 staff including 12 partners.

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    The Football Medicine & Performance Association (FMPA) is a representative body for medicine and performance practitioners working within professional football.

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