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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
84

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    84

Pareto Financial Planning's Leadership

  • Chief Operating Officer at Pareto Financial Planning
    C. F.
    Chief Operating Officer
    Mobile Phone
  • Head Of Marketing at Pareto Financial Planning
    J. M.
    Head Of Marketing
    Mobile Phone
  • Finance Director | Cfo at Pareto Financial Planning
    C. R.
    Finance Director | Cfo
    Mobile Phone
  • Managing Director at Pareto Financial Planning
    P. S.
    Managing Director
    Mobile Phone
  • Partner at Pareto Financial Planning
    T. W.
    Partner
    Mobile Phone
  • Compliance Director at Pareto Financial Planning
    D. H.
    Compliance Director
    Mobile Phone
  • Director at Pareto Financial Planning
    G. C.
    Director
    Mobile Phone
  • Director at Pareto Financial Planning
    J. S. M.
    Director
    Mobile Phone

Pareto Financial Planning Employee Metrics

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

Contact profiles from Pareto Financial Planning

Name
Title
Contact
Location
Last Update
  • Chief Operating Officer at Pareto Financial Planning
    C. F.
    Chief Operating Officer
    Mobile Phone
    United Kingdom, England
    Sep 03, 2026
  • Finance Director | Cfo at Pareto Financial Planning
    C. R.
    Finance Director | Cfo
    Mobile Phone
    United Kingdom, England
    Aug 26, 2026
  • Managing Director at Pareto Financial Planning
    P. S.
    Managing Director
    Mobile Phone
    United Kingdom, England
    Sep 07, 2026
  • Partner at Pareto Financial Planning
    T. W.
    Partner
    Mobile Phone
    United Kingdom, England
    Aug 26, 2026
  • Head Of Marketing at Pareto Financial Planning
    J. M.
    Head Of Marketing
    Mobile Phone
    United Kingdom, England
    Aug 26, 2026
  • Compliance Director at Pareto Financial Planning
    D. H.
    Compliance Director
    Mobile Phone
    United Kingdom, England
    Aug 26, 2026
  • Director at Pareto Financial Planning
    G. C.
    Director
    Mobile Phone
    United Kingdom, England
    Aug 26, 2026
  • Director at Pareto Financial Planning
    J. S. M.
    Director
    Mobile Phone
    United Kingdom, England
    Aug 26, 2026
  • Director at Pareto Financial Planning
    S. C.
    Director
    Mobile Phone
    United Kingdom, England
    Aug 26, 2026
  • Operations Director at Pareto Financial Planning
    N. A.
    Operations Director
    Mobile Phone
    United Kingdom, England
    Aug 26, 2026

Frequently Asked Questions

What is Pareto Financial Planning known for?

Minus sign iconPlus sign iconPareto Financial Planning was founded in 2008 and operates in the Financial Services industry. You can contact Pareto Financial Planning's 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 First.Last@paretofp.co.uk. 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 70 employees as of September 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 September 2026, Pareto Financial Planning's key employees include:

  • Chief Operating Officer: C. F.
  • Head Of Marketing: J. M.
  • Finance Director | Cfo: C. R.
  • Managing Director: P. S.
  • Partner: T. W.

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