Pareto Financial Planning Employee Directory

Q: What is Pareto Financial Planning known for?

Pareto Financial Planning was founded in 2008. Pareto Financial Planning operates in the Financial Services industry.

Q: How many employees does Pareto Financial Planning have currently?

Pareto Financial Planning has approximately 72 employees.

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

Europe
88

United Kingdom Of Great Britain And Northern Ireland
88

Pareto Financial Planning's Leadership

J. M.
Head Of Marketing
Mobile Phone
Email
C. R.
Finance Director | Cfo
Mobile Phone
Email
T. W.
Partner
Mobile Phone
Email
D. H.
Compliance Director
Mobile Phone
Email
G. C.
Director
Mobile Phone
Email
J. S. M.
Director
Mobile Phone
Email
P. S.
Managing Director
Mobile Phone
Email
S. C.
Director
Mobile Phone
Email

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

J. H.
Independent Financial Adviser
Mobile Phone
Email
United KingdomEngland
Jan 28, 2026
M. R.
Employee Benefits Administrator
Mobile Phone
Email
United Kingdom
Dec 04, 2025
Z. H.
Trainee Employee Benefits Administrator
Mobile Phone
Email
United KingdomEngland
Oct 27, 2025
M. P.
Chartered Financial Planner
Mobile Phone
Email
United KingdomEngland
Dec 04, 2025
B. D.
Management Accounts Assistant
Mobile Phone
Email
United KingdomEngland
Feb 25, 2025
C. F.
Receptionist And Administrative Assistant
Mobile Phone
Email
United KingdomManchester
Aug 01, 2025
G. W.
Advsier Support
Mobile Phone
Email
United KingdomBolton
Sep 13, 2024
N. J.
Accounts Assistant
Mobile Phone
Email
United KingdomManchester
Feb 21, 2024
R. Q.
Independent Financial Adviser
Mobile Phone
Email
United KingdomEngland
Apr 11, 2023

Frequently Asked Questions

What is Pareto Financial Planning known for?

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

+44-161-819-****

. Explore Pareto Financial Planning's company overview page for more information.

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

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?

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?

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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