Happy Holidays! Our offices will be closed from 5pm on the 23rd of December and reopening on the 2nd of January. See you all in the new year! #MerryChristmas #HappyHanukka #HappyNewYear
Pareto Financial Planning
Financial Services
We partner with our clients offering expert financial advice to help them plan for their best financial future.
About us
Pareto is an award-winning financial planning firm named in the prestigious 2023 FTAdviser Top 100 Advisers in the UK. We partner with our clients offering expert financial advice to help them plan for their best financial future.
- Website
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http://www.paretofp.co.uk
External link for Pareto Financial Planning
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Manchester
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Personal Financial Advice, Corporate Financial Advice, Group Employee Benefits, and Taxation and Trust Advice
Locations
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Primary
The Old Schoolhouse
5-7 Byrom Street
Manchester, M3 4PF, GB
Employees at Pareto Financial Planning
Updates
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Getting all festive with our last opportunity to raise funds for our charity of year Teenage Cancer Trust for 2024 with Christmas Jumper Day! Congratulations to Zoe on winning the best Christmas jumper 🌟
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✨ Hard to believe it’s been a whole week since the incredible Man@Manchester event! ✨ With over £300k raised for the amazing work of Beechwood Cancer Care it was a day filled with fabulous entertainment and generosity for such an important cause. What a fantastic achievement. Already counting down to next year! A HUGE thank you to everyone who helped make it happen including the sponsors Boodles MF Logistics Hall Brown Family Law Luna Investment Management Pareto Financial Planning and those who donated very generous prizes for the raffle and auction. 📸 Alex Mead 📸 at Decoy Media Follow Man at Manchester socials to stay up to date: https://bit.ly/3Zp6kot https://bit.ly/3OHS8SB John Stevenson MBE
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As the festive season approaches, Pareto is proud to support Wood Street Mission's Christmas Appeal, bringing joy to families in Manchester and Salford. We invite you to join us by donating new, unwrapped toys, books, or gifts suitable for children aged 0-14. Chocolates, selection boxes, and wrapping paper are also welcome. Please drop off your donations at our reception by Friday, 6th December. Wood Street Mission will accept contributions until Monday, 9th December 2024. Together, we can make this Christmas memorable for local children in need.
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Are you a talented Paraplanner with a passion for delivering top-notch client experiences? Join our vibrant team in Manchester City Centre, where you'll work closely with our Financial Advisers and Client Services team to create tailored financial solutions. Why Pareto? Competitive salary, hybrid work, strong growth, and a team that values development and community impact. Visit our website to view the full job description: https://bit.ly/3ZpJtug #Hiring #Paraplanner #FinancialPlanning #ManchesterJobs
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Our paraplanning team had a fantastic evening last week participating in The Chartered Institute for Securities & Investment (The CISI) Annual Winter Quiz at Rain Bar. It was a great opportunity for team bonding and a bit of friendly competition. Looking forward to more events like this in the future! #CISI #Paraplanning #TeamBuilding #FinancialServices
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A massive congratulations to George Chantry and the team for completing their epic 650-mile cycle from Bangkok to Saigon over the weekend! This incredible effort was in support of Bolton Lads and Girls Club, helping to expand vital mental health and wellbeing programs for local children. The event might be over, but the opportunity to support this impactful cause isn’t! Let’s rally together and show our appreciation for George and the team’s dedication by contributing to their fundraising efforts. https://bit.ly/3V8fpRr
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We were proud to have one of our advisers, Courage Ruwanza FPFS represent us at The Chartered Institute for Securities & Investment (The CISI) Careers Event at Loreto Sixth Form College earlier this week. Courage shared his inspiring journey in financial services and offered valuable advice to a group of motivated students. A big thank you to Courage for empowering the next generation of financial professionals. #FinancialServices #CISICareersEvent #CareerGuidance #FinanceCareers
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We were delighted to welcome Emma Cross from Teenage Cancer Trust to our offices earlier this week, along with Angie, one of their incredible Youth Support Coordinators. Angie shared valuable insights into the vital work the Trust does at the Proton Beam Therapy Centre at The Christie Charity and the critical role her support plays in guiding patients through their treatment journey. A huge thank you to Emma and Angie for the amazing work they do, and we are proud to have raised over £10k for the charity this year! #charityoftheyear