Pareto IFA
Pareto is a financial planning firm that offers independent financial advice to help clients plan for their future. They provide tailored solutions for both individuals and businesses.
- Pensions
- Tax planning
- Employee benefits
- Investments & savings
- Private medical insurance
- Independent financial advice
- Financial education in the workplace
Locations
Digital Popularity
Popularity over time
Competitors
Hammond Raggett & Company is a Chartered Financial Planning and Wealth Management firm based in Manchester City Centre, providing independent financial advice to clients across the UK.
BBT Group Ltd is a national firm of Independent Financial Planners, established in 1998, dedicated to providing bespoke financial planning services.
Millcroft Wealth Management provides high-quality independent fee-based financial planning advice solutions to families, individuals, corporate clients, and trusts.
Company Details
Pareto IFA is operated by Pareto Financial Planning Limited and is a Active company incorporated on 1 May 2008 with the registered office located in Manchester, Greater Manchester. Pareto Financial Planning Limited was registered 17 years ago.
Status
Active
Size
Small
Directors
9
Age
17 years old
Employees
75
Turnover
£6.63M
Total Assets
£2.35M
Cash in Bank
£884.54K
Total Liabilities
-£950.16K
Teams
54
30
22
8
8
8
7
Non Executive Director • Joined Oct 2022
Partner • Joined Mar 2010
Managing Director • Joined Apr 2021
Director • Joined Feb 2009
Director • Joined May 2008
Admin Manager • Joined Jan 2023
Operations Director • Joined Jul 2017
Compliance Director • Joined Oct 2018
Digital Marketing Executive • Joined Sep 2021
Technical Services Manager • Joined Jun 2022
Finance Director / CFO • Joined Oct 2020
IFA Administrator • Joined May 2022
Employee Benefits Specialist • Joined Jan 2025
Employee Benefits Administrator • Joined Dec 2021
Employee Benefits Administrator • Joined May 2019
Employee Benefit Consultant • Joined May 2024
Accounts Assistant • Joined Nov 2024
Paraplanner • Joined Jun 2018
Independent Financial Adviser • Joined Sep 2023
Independent Financial Adviser • Joined Feb 2018
Managing Director • Joined Apr 2021
Director • Joined Feb 2009
Director • Joined May 2008
Admin Manager • Joined Jan 2023
Operations Director • Joined Jul 2017
Finance Director / CFO • Joined Oct 2020
Head Of Employee Benefits • Joined Jan 2024
Team Leader • Joined Apr 2022
Partner • Joined Mar 2010
Employee Benefits Consultant • Joined May 2019
Employee Benefit Consultant • Joined May 2024
Paraplanner • Joined Jun 2018
Independent Financial Adviser • Joined Sep 2023
Independent Financial Adviser • Joined Feb 2018
Chartered Financial Planner • Joined Oct 2022
Paraplanner • Joined Oct 2024
Chartered Financial Planner • Joined May 2023
Chartered Financial Planner • Joined Apr 2023
Admin Manager • Joined Jan 2023
Head Of Employee Benefits • Joined Jan 2024
Administrator • Joined Sep 2024
IFA Administrator • Joined May 2022
Employee Benefits Administrator • Joined Dec 2021
Employee Benefits Administrator • Joined May 2019
PA • Joined Feb 2013
Adminsitrator • Joined Sep 2024
Non Executive Director • Joined Oct 2022
Independent Financial Adviser • Joined Sep 2023
Independent Financial Adviser • Joined Feb 2018
IFA • Joined Jun 2015
Independent Financial Adviser • Joined May 2018
Independent Financial Adviser • Joined May 2024
Retired
IFA • Joined Jan 2008
Head Of Employee Benefits • Joined Jan 2024
Head Of Training And Development • Joined Apr 2024
Employee Benefits Specialist • Joined Jan 2025
Employee Benefits Administrator • Joined Dec 2021
Employee Benefits Administrator • Joined May 2019
Employee Benefits Consultant • Joined May 2019
Employee Benefit Consultant • Joined May 2024
View 54 members