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Our Year-End results are in and there has been strong growth across the business for 2021/2022. The annual turnover has increased by 22% and exceeded £1 billion of assets under its management.

People first:

Paul Stones took on the role of Managing Director in 2021. He took responsibility for the overall performance of the company and Pareto’s growth objectives as set by the Board.

Additionally, we increased headcount by 20% to over 70 as it continues to expand its operations in line with ambitious strategic growth plans. Two new Chartered Financial Planners were welcomed, and also two members of the team progressed through our ‘Adviser Academy’ to become Financial Advisers.

The Employee Benefit team continued to expand further with the recruitment of an additional Employee Benefit consultant to add to the existing team of specialists. This reflects an increasing desire for employers to focus on recruitment, retention and employee wellbeing by seeking the right advice and having the best benefit packages in place for their staff.

Partnerships:

Three new partnerships were secured, adding North West based Beever and Struthers, Wyatt Morris Golland Ltd and Langricks to a growing number of Chartered Accountants that trust us to provide a range of financial planning services to their clients including pensions, protection, investments and corporate planning advice.

Social Impact:

As we continues to grow, it is important to maintain a strong culture, inspire confidence and empower change. At the end of 2021, our first Impact Report was issued, a committee-led initiative which shapes the culture and values of the business, leading by example and driving change for increased transparency. We believe this commitment delivers a positive impact on employees, communities and the environment.

Charities and community projects we’ve supported have included:

  • Beechwood Cancer Care
  • Manchester City of Trees
  • Wood Street Mission
  • Friends of Wellfield Running Track
  • Gildersome Girls Under 13’s Football Team
  • Curzon Ashton PAN-Disability Football Team
  • Agecroft Rowing Club Youth Rowing Program
Outlook

Paul Stones, Managing Director, said: “With economic uncertainty more pronounced, now more than ever, it is critical that those seeking to protect and secure their financial future can do so with the confidence that the team they work with are personal and approachable. Everyone’s circumstances are unique and at Pareto we pride ourselves on the service we provide. Our growth, while pleasing, is testament to our team’s dedication and our focus from top to bottom on the values we share with each other and our clients.“

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 does not regulate tax advice, estate planning or will writing.

The content in this article is for your general information and use only and is not intended to address your particular requirements. Articles should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. 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 Ltd is authorised and regulated by the Financial Conduct Authority.