Pareto Financial Planning Employee Directory

Financial ServicesEngland, United Kingdom51-200 Employees

Pareto Financial Planning is an award-winning independent financial planning firm, recognised in the FTAdviser Top 100 Advisers in the UK, Citywire NMA Top 100, and named a Best Financial Adviser to Work For 2025 by Professional Adviser.

We partner with individuals, families, and businesses to help them plan for their best financial future. Our advice is personal, transparent, and focused on what matters most to each client - from growing wealth and protecting income to planning for retirement and passing wealth to future generations.

Our services include:
• Investments and Savings
• Retirement and Pension Planning
• Protection Planning
• Tax and Estate Planning
• Employee Benefits

Our team of expert advisers combines technical knowledge with a client-first approach, delivering ongoing, proactive financial guidance that evolves as life and goals change.

We believe in the importance financial planning and how we provide it.

Find Pareto Financial Planning employees' phone numbers or email addresses

Pareto Financial Planning Global Highlights

Location
Employees

Europe
88

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  • United Kingdom Of Great Britain And Northern Ireland
    88

Pareto Financial Planning's Leadership

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    J. M.
    Head Of Marketing
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    C. R.
    Finance Director | Cfo
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    T. W.
    Partner
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    D. H.
    Compliance Director
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    G. C.
    Director
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    J. S. M.
    Director
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    P. S.
    Managing Director
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    S. C.
    Director
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Pareto Financial Planning Employee Metrics

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

Contact profiles from Pareto Financial Planning

Name
Title
Contact Info
Location
Last Update
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    I. M.
    Digital Marketing Executive
    Phone icon
    United Kingdom
    Jan 27, 2026
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    J. W.
    Executive Assistant To John Stevenson Mbe
    Phone icon
    United KingdomEngland
    Feb 18, 2026
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    J. D.
    Chartered Financial Planner
    Phone icon
    United KingdomEngland
    Dec 04, 2025
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    R. L.
    Paraplanner
    Phone icon
    United KingdomUnited Kingdom
    Jan 27, 2026
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    M. C.
    Chartered Financial Planner
    Phone icon
    United KingdomEngland
    Dec 04, 2025
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    C. T.
    Chartered Financial Planner
    Phone icon
    United KingdomEngland
    Dec 04, 2025
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    A. M.
    Employee Benefits Consultant
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    United KingdomEngland
    Dec 04, 2025
  • Stylized image of a person
    C. I.
    Chartered Financial Planner
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    United KingdomEngland
    Dec 04, 2025
  • Stylized image of a person
    T. M.
    Employee Benefits Consultant
    Phone icon
    United KingdomEngland
    Dec 04, 2025
  • Stylized image of a person
    L. M.
    Independent Financial Adviser
    Phone icon
    United KingdomEngland
    Jan 27, 2026

Frequently Asked Questions

What is Pareto Financial Planning known for?

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Pareto 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 m3 4pf United Kingdom; you can contact the main corporate office by phone at . Explore Pareto Financial Planning's company overview page for more information.

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

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Pareto 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?

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Pareto Financial Planning has approximately 72 employees as of February 2026. These team members are located across 1 continents, including Europe.

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

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As of February 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.

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