Pareto Financial Planning

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.

Significant business decisions rarely exist in isolation. The conversations, guidance and support provided during key mo...
03/06/2026

Significant business decisions rarely exist in isolation. The conversations, guidance and support provided during key moments often lay the foundations for long-term relationships.

Whether supporting a specific project or providing ongoing advice, our focus remains the same, helping clients make informed decisions with confidence and clarity.

It's these lasting relationships, built on trust and consistency over time, that continue to be the most rewarding part of what we do.

01/06/2026

Congratulations to James Mayo, Lucas Jones and James Hogg on completing the AJ Bell Great Manchester Run in support of The Christie Charity.

James took on the Half Marathon, while Lucas and Jamie completed the 10k, collectively raising just under £800 for an incredible cause.

Alongside completing their own challenges, there were some great examples of support and encouragement shown to fellow runners throughout the day, reflecting the spirit of the event.

A huge thank you to everyone who has donated and supported the team along the way. Every contribution helps support the vital work The Christie does for patients and families affected by cancer.

If you'd still like to support their fundraising efforts, donation links can be found below.
James Hogg - https://bit.ly/4o2O6VK

James Mayo - https://bit.ly/4dIKHYO

Lucas Jones - https://bit.ly/4nXguIM

28/05/2026

We’re pleased to have supported Colne Valley Help through our Q1 community funding allocation.

The charity continues to make a meaningful difference across the local community, supporting individuals and families through a range of initiatives designed to provide practical help and wider support where it’s needed most.

Supporting organisations creating lasting impact within the communities around us remains an important part of our values, and we’re proud to play a small part in helping that work continue.

Find out more about Colne Valley Help and how the funding is being used: https://bit.ly/4wW78kw

Representation within financial advice continues to be an important conversation across the industry.While women current...
26/05/2026

Representation within financial advice continues to be an important conversation across the industry.

While women currently make up just 18% of financial advisers across the UK, increasing representation and encouraging more diverse pathways into the profession remains an important focus across financial services. At Pareto, women represent 29% of our adviser team, reflecting the progress being made while recognising there is still more to do across the wider industry.

Read here on what a career as an Independent Financial Adviser can look like, the different routes into the industry and why financial advice may be more rewarding than people expect.https://bit.ly/4v80PJa

20/05/2026

We're hiring!

We’re looking for an Employee Benefits Administrator to join the team at Pareto Financial Planning. This is a great opportunity to be part of a growing, award-winning business where no two days are the same. You’ll work closely with our Employee Benefits Advisers supporting clients across Group Pensions, Private Medical Insurance and Group Risk.

Alongside a supportive team environment, we offer hybrid working, career development opportunities and a genuinely positive company culture.

If you’re interested in finding out more, apply below or get in touch.

https://bit.ly/4wEMVzx

20/05/2026

We’re hiring!

We’re looking for an Employee Benefits Administrator to join the team at Pareto Financial Planning. This is a great opportunity to be part of a growing, award-winning business where no two days are the same. You’ll work closely with our Employee Benefits Advisers supporting clients across Group Pensions, Private Medical Insurance and Group Risk.

Alongside a supportive team environment, we offer hybrid working, career development opportunities and a genuinely positive company culture.

If you’re interested in finding out more, apply below or get in touch.

https://paretofp.co.uk/about-us/ifa-jobs/ -vacancies

We were delighted to take part in this year’s K3 Advisory Group ‘s Charity Golf Day at , supporting .After a wet start, ...
19/05/2026

We were delighted to take part in this year’s K3 Advisory Group ‘s Charity Golf Day at , supporting .
After a wet start, the day turned into a brilliant opportunity to bring together clients, colleagues and contacts from across K3 Advisory Group for golf, fundraising and friendly competition.
The Max Ward Foundation does incredible work supporting children with Angelman Syndrome and other additional needs, along with their families, carers and wider support networks. We are proud to have supported such a meaningful cause.
Congratulations to Stuart Carswell, Marcus Pilkington, Jamie Hogg and Joseph Warne, who finished as runners-up on the day! Thank you to everyone who attended, sponsored and helped make the event such a success.

As part of Mental Health Awareness Week, the team took part in Wear It Green Day to help raise awareness and show suppor...
14/05/2026

As part of Mental Health Awareness Week, the team took part in Wear It Green Day to help raise awareness and show support for mental health 💚

A simple conversation, checking in or moment of support can make a real difference. This week is an important reminder to look out for one another and continue creating environments where people feel comfortable talking openly.

12/05/2026

After four cancelled attempts since September due to the weather, Jo Walsh and Rachel Lewis (and Jo's niece Rosa who also raised money for The Christie) finally completed their 11,000ft tandem skydive with Black Knights Parachute Centre in support of The Christie Charity.

Despite the delays and nerves each time, they were relieved to finally get it done. Together they raised an incredible £4,822 for The Christie Charity, bringing the total raised across all of our Pareto skydivers to £9,735.

A huge thank you to everyone who has donated and supported the fundraising so far, your generosity will make a real difference to the work The Christie does for patients and families.

If you would still like to donate, you can do so here:

Jo - https://bit.ly/4wpSeD1

Rachel - https://bit.ly/42u8llm

A fantastic afternoon at Chester Races for the Boodles May Festival Ladies Day.We had a brilliant time hosting some of o...
08/05/2026

A fantastic afternoon at Chester Races for the Boodles May Festival Ladies Day.

We had a brilliant time hosting some of our introducers for one of the best events in the racing calendar. great atmosphere, plenty of laughs and a few winners along the way too.

Always good to spend time with people we work closely with outside of the office.

Thanks to everyone who came along.

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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