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
33
31
8
6
3
3
Non Executive Director • Joined Oct 2022
Partner • Joined Mar 2010
Director • Joined Feb 2009
Managing Director • Joined Apr 2021
Director • Joined May 2008
Admin Manager • Joined Jan 2023
Digital Marketing Executive • Joined Sep 2021
Operations Director • Joined Jul 2017
Compliance Director • Joined Oct 2018
Technical Services Manager • Joined Jun 2022
Non Executive Director • Joined Oct 2022
Partner • Joined Mar 2010
Director • Joined Feb 2009
Managing Director • Joined Apr 2021
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
Employee Benefits Consultant • Joined May 2019
Finance Director / CFO • Joined Oct 2020
IFA Administrator • Joined May 2022
Employee Benefits Specialist • Joined Jan 2025
Employee Benefits Administrator • Joined May 2019
Employee Benefits Administrator • Joined Dec 2021
Employee Benefit Consultant • Joined May 2024
Accounts Assistant • Joined Nov 2024
Chartered Financial Planner • Joined Jun 2017
Paraplanner • Joined Jun 2018
Chartered Financial Planner • Joined Jan 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 May 2019
Employee Benefits Administrator • Joined Dec 2021
PA • Joined Feb 2013
Adminsitrator • Joined Sep 2024
Admin Manager • Joined Jan 2023
Administrator • Joined Sep 2024
Mortgage Support
Customer Services Advisor
PA • Joined Feb 2013
Adminsitrator • Joined Sep 2024
Technical Services Manager • Joined Jun 2022
Technical Support Representative • Joined Jul 2024
Mortgage Support
Digital Marketing Executive • Joined Sep 2021
Compliance Director • Joined Oct 2018
Head Of Training And Development • Joined Apr 2024
View 54 members