The FTAdviser Top 100 list compiles the best financial advisory businesses across the UK from in-depth analysis. Pareto Financial Planning have ranked 48 placing them in the top 10% of UK advisers, and one of only two independently owned financial advisers in the North West to make the top 50
Since 2018 the Financial Times list has been based on factors such as growth rates, the years of experience each business has managing assets and how well-qualified advisers are. It also includes flows of client money and how their investment choices influenced asset growth over the year.
“We continue to invest in our team to ensure our high standards for providing advice are consistently met.”
Whilst previously the list has been based purely on sales, this in-depth analysis gives a far more comprehensive view of a company’s capabilities. Matrix Solutions, an ISS Market Intelligence company, uses data received directly from fund managers covering 90 per cent of the retail investment market, plus 16 of the nation’s biggest investment platforms.
Spinningfields based Pareto Financial Planning has almost £800 million under influence on behalf of thousands of diverse clients and manages employee benefits solutions for over 500 companies. Pareto are proud to have developed long-term relationships with industry leading professional practices across the North West as their trusted independent financial adviser partner.
John Stevenson, Managing Director at Pareto said, “We are delighted to be recognised as one of the top financial advisers in the country. In what has been an unusual and challenging year it is testament to every member of the Pareto team.”
“Our company values have shone through and as a company, we have remained committed to our clients and continue to pride ourselves on our dedication to delivery and service. We continue to invest in our team to ensure our high standards for providing advice are consistently met.”
Pierce have a strong partnership with Pareto, meet Marcus Pilkington who is our dedicated adviser.
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