Partner with Pareto

New Service Line, New Income Stream, Retain Clients, Compliance Support

Strategic Partners

Develop your Professional Practice

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 you accountancy 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.
Caunce O’Hara

Caunce O’Hara

A Top 100 UK Commercial Insurance Broker with no internal financial services offering.


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Alexander & Co

Alexander & Co

A leading Manchester accountancy firm with 5 partners and no internal financial services proposition.

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JMW

JMW

Manchester based legal practice with over 170 solicitors, lawyers and support staff.




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Pierce

Pierce

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



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How our partnerships work…

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.

Agreement

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

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.

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.

Implement

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

Market

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

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.