Pareto Financial Planning

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Pareto Financial Planning Trusted, award-winning firm of Independent Financial Advisers dealing in all areas of financial planning.

We provide straightforward, clear & honest financial advice - Pareto has over £1billion under influence on behalf of thousands of diverse clients and businesses.

A huge well done to Joely Barnes, Shannon Clare and Sam Rigby, who completed Tough Mudder on Saturday!15K, more than 20 ...
16/10/2026

A huge well done to Joely Barnes, Shannon Clare and Sam Rigby, who completed Tough Mudder on Saturday!

15K, more than 20 obstacles and a lot of mud later, they made it to the finish line and can officially say they’ve conquered Tough Mudder!

What an achievement and a great way to raise money for The Christie Charity. Thank you to everyone who has supported them along the way.

If you’d still like to add to their fundraising, you can donate here: https://eu1.hubs.ly/H0z86pc0

15/10/2026

Is city living still worth it in your twenties?

Lauren and James joined us for a chat about moving away from uni, relocating for work and the challenges of managing rent, bills and everyday costs while trying to build a career.

From student life to starting a career, they discuss the costs, opportunities and trade-offs that many young people face today.

New episode here: https://open.spotify.com/episode/4AsiTkHmHb1GnVB11SlePt?si=9t-pxD9KSa-w1UzaQjardQ

Youtube: https://youtu.be/S2NwZERnMi0

We are thrilled to announce that we have once again been selected as one of the Financial Times Top 100 Financial Advise...
14/10/2026

We are thrilled to announce that we have once again been selected as one of the Financial Times Top 100 Financial Advisers in the UK for 2026.

Read more: https://eu1.hubs.ly/H0z4zQr0

Today is World Mental Health Day!We'd like to take this day as an opportunity to highlight the importance of mental heal...
10/10/2026

Today is World Mental Health Day!

We'd like to take this day as an opportunity to highlight the importance of mental health, especially within the workplace.

Our team at Pareto, ensure that mental health is taken just as seriously as physical health. We are fortunate to have trained Mental Health First Aiders and Mental Health Responders who are available to offer a listening ear, guidance and support.

Our mental health first aiders are specially trained to recognise early signs of mental health concerns, offer confidential support and guide colleagues towards the right resources or professional services when needed.

We'd like to encourage everybody to raise awareness around the importance of Mental Health.🌎💚

For supported we advise:
- Mind – https://bit.ly/4hDHifR
- Samaritans (24/7 support) – https://bit.ly/4hBZVRh | Call 116 123
- Mental Health Foundation – https://bit.ly/4yd4I0r
- NHS Mental Health Support – https://bit.ly/4ymOFNS
- Shout (24/7 text support) – Text SHOUT to 85258 or visit https://bit.ly/4rVT0Wk

What does financial advice actually add?Sometimes the value lies in technical knowledge and identifying opportunities. A...
07/10/2026

What does financial advice actually add?

Sometimes the value lies in technical knowledge and identifying opportunities. At other times, it comes from providing structure, challenging assumptions or helping someone feel more confident about an important decision.

World Financial Planning Day highlights how a financial plan can help people make informed decisions and work towards their goals. In our podcast, we discuss where professional advice can add value throughout that journey.

Listen here: https://bit.ly/4rNZ8Qs

We're delighted to Welcome Chris Fraser as our new Chief Operations Officer!Chris brings more than 20 years of experienc...
06/10/2026

We're delighted to Welcome Chris Fraser as our new Chief Operations Officer!

Chris brings more than 20 years of experience across finance, operations and business transformation in the financial services industry.
At Pareto, Chris will help turn the division's growth strategy into a scalable operating model.

Learn more about him here: https://bit.ly/4i5Jdtz

Just days after completing the Yorkshire Three Peaks, Joely Barnes, Shannon Clare and Sam Rigby are already getting read...
01/10/2026

Just days after completing the Yorkshire Three Peaks, Joely Barnes, Shannon Clare and Sam Rigby are already getting ready for their next challenge.

On 10 October, they’ll be taking on Tough Mudder, facing a 15K course and more than 20 obstacles along the way. Hopefully they’ll have had just enough time to recover before doing it all over again!

They’re taking on the challenge to raise funds for The Christie Charity’s new Scanning Centre, supporting the development of diagnostic facilities that will benefit patients now and in the future.

If you’d like to get behind the team and help them reach their fundraising target, you can donate here: https://bit.ly/4rIYpAa

Over the weekend, our team successfully completed the Yorkshire Three Peaks Challenge in support of The Christie Charity...
28/09/2026

Over the weekend, our team successfully completed the Yorkshire Three Peaks Challenge in support of The Christie Charity.

After months of preparation, they took on around 24 miles and over 5,000ft of ascent. From steep climbs to sore legs, it was a tough but incredibly rewarding day, made even more meaningful knowing they were raising money for such an important cause.

A huge thank you to everyone who has donated and supported the team along the way. Your generosity will help The Christie Charity continue providing life-changing care, treatment and research for people affected by cancer.

Together, the team has raised over £8,000 so far, and there’s still time to support them if you’d like to make a donation.

https://paretofp.co.uk/fundraising-for-the-yorkshire-three-peaks-challenge/

A huge well done to Zoe, Evette and Karen, who completed The Christie Charity 10k Walk of Hope at Tatton Park on Saturda...
22/09/2026

A huge well done to Zoe, Evette and Karen, who completed The Christie Charity 10k Walk of Hope at Tatton Park on Saturday!

It was a special evening bringing people together to walk in memory of loved ones, support those affected by cancer and raise money for the incredible work The Christie does.

Thank you to everyone who has supported their fundraising so far. If you’d still like to make a donation, you can do so here: https://www.justgiving.com/page/zoeevetteandkarenwalkofhope

22/09/2026

Season 2 EP 2: Your friends, family and their influence on your financial wellbeing with Sophie Swain

When it comes to money, most of us pick up habits without even realising it. The way our family talks about money, how our friends spend theirs and whether money was ever discussed growing up can all have a big impact on the choices we make today.

In this new podcast episode, we had a conversation with Sophie, a Financial Wellbeing Specialist from HSBC UK, about how the people around us shape our behaviour towards money. We talk about why some people feel comfortable discussing finances while others avoid the subject and how those early experiences can stick with us.

It’s an honest chat about money, relationships and the everyday influences that can affect how we spend, save and think about our finances. Whether money was talked about a lot in your family or never mentioned at all, there’s plenty to take away from this discussion.

Spotify: https://open.spotify.com/episode/18ju6i7tyRhgVviwgpildA?si=h0SrLXaRRxGq5LYJkHsmsQ
Amazon music: https://music.amazon.co.uk/podcasts/4511c003-67d9-4ec1-aa93-6277717816f9/episodes/05f17f29-0c1f-4e62-843f-d5126cbfb628/make-money-make-sense-your-friends-family-and-their-influence-on-your-financial-wellbeing
Apple Podcasts: https://podcasts.apple.com/gb/podcast/your-friends-family-and-their-influence-on-your/id1850702160?i=1000791068885

Address

The Old Schoolhouse, 5-7 Byrom Street
Manchester
M34PF

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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