LeadIQ logo
Learn more at LeadIQ.com

Pareto Financial Planning Employee Directory

Financial ServicesEngland, United Kingdom51-200 Employees

Pareto Financial Planning is an independent financial planning firm based in Manchester, England, offering personalized guidance across investments, retirement planning, protection, tax and estate planning, and employee benefits. It serves individuals, families, and businesses, delivering ongoing, proactive advice designed to help clients grow wealth, safeguard income, plan for retirement, and pass wealth to future generations. The firm emphasizes transparency and a client-first approach, with guidance that adapts as life changes, and it is positioned within the UK financial services sector as a recognized adviser, noted in industry rankings such as FTAdviser Top 100 Advisers and Citywire NMA Top 100. In 2024, Pareto Financial Planning expanded its leadership with the appointment of a Head of Training and Development to strengthen professional development. The company has earned notable industry recognition, including being named Best Financial Adviser to Work For 2025 by Professional Adviser.

Find Pareto Financial Planning employees' phone numbers or email addresses

Pareto Financial Planning Global Highlights

Location
Employees

Europe
86

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    86

Pareto Financial Planning's Leadership

  • Stylized image of a person
    J. M.
    Head Of Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. R.
    Finance Director | Cfo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. W.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. H.
    Compliance Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. C.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S. M.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. S.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. C.
    Director
    Phone icon
    Mobile Phone

Pareto Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Human Resources
  • Community & Social Services
  • Accounting
  • Support
  • Other
  • Administrative
  • Consultant

Contact profiles from Pareto Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. R.
    Finance Director | Cfo
    Phone icon
    Mobile Phone
    United KingdomEngland
    Jun 25, 2026
  • Stylized image of a person
    T. W.
    Partner
    Phone icon
    Mobile Phone
    United KingdomEngland
    Jun 01, 2026
  • Stylized image of a person
    J. M.
    Head Of Marketing
    Phone icon
    Mobile Phone
    United KingdomEngland
    Mar 23, 2026
  • Stylized image of a person
    D. H.
    Compliance Director
    Phone icon
    Mobile Phone
    United KingdomEngland
    Jun 25, 2026
  • Stylized image of a person
    G. C.
    Director
    Phone icon
    Mobile Phone
    United KingdomEngland
    May 31, 2026
  • Stylized image of a person
    J. S. M.
    Director
    Phone icon
    Mobile Phone
    United KingdomEngland
    Apr 16, 2026
  • Stylized image of a person
    P. S.
    Managing Director
    Phone icon
    Mobile Phone
    United KingdomEngland
    Jun 08, 2026
  • Stylized image of a person
    S. C.
    Director
    Phone icon
    Mobile Phone
    United KingdomEngland
    Jun 25, 2026
  • Stylized image of a person
    N. A.
    Operations Director
    Phone icon
    Mobile Phone
    United KingdomEngland
    Jun 25, 2026
  • Stylized image of a person
    R. W.
    Director
    Phone icon
    Mobile Phone
    UNITED KINGDOMGreater Manchester
    Oct 31, 2023

Frequently Asked Questions

What is Pareto Financial Planning known for?

Minus sign iconPlus sign iconPareto Financial Planning was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 5-7 Byrom Street Manchester, England United Kingdom; you can contact the main corporate office by phone at
+44-161-819-****
. Explore Pareto Financial Planning's company overview page for more information.

What is Pareto Financial Planning's most common email format?

Minus sign iconPlus sign iconPareto Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pareto Financial Planning email formats with LeadIQ.

How many employees does Pareto Financial Planning have currently?

Minus sign iconPlus sign iconPareto Financial Planning has approximately 71 employees as of June 2026. These team members are located across 1 continents, including Europe.

Who are Pareto Financial Planning's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Pareto Financial Planning's key employees include:

  • Head Of Marketing: J. M.
  • Finance Director | Cfo: C. R.
  • Partner: T. W.
  • Compliance Director: D. H.
  • Director: G. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.