Pareto Financial Planning

✨ Hard to believe it’s been a whole week since the incredible Man@Manchester event! ✨ With over £300k raised for the amazing work of Beechwood Cancer Care it was a day filled with fabulous entertainment and generosity for such an important cause. What a fantastic achievement. Already counting down to next year! A HUGE thank you to everyone who helped make it happen including the sponsors Boodles MF Logistics Hall Brown Family Law Luna Investment Management Pareto Financial Planning and those who donated very generous prizes for the raffle and auction. 📸 Alex Mead 📸 at Decoy Media Follow Man at Manchester socials to stay up to date: https://bit.ly/3Zp6kot https://bit.ly/3OHS8SB John Stevenson MBE

As the festive season approaches, Pareto is proud to support Wood Street Mission's Christmas Appeal, bringing joy to families in Manchester and Salford. We invite you to join us by donating new, unwrapped toys, books, or gifts suitable for children aged 0-14. Chocolates, selection boxes, and wrapping paper are also welcome. Please drop off your donations at our reception by Friday, 6th December. Wood Street Mission will accept contributions until Monday, 9th December 2024. Together, we can make this Christmas memorable for local children in need.

Are you a talented Paraplanner with a passion for delivering top-notch client experiences? Join our vibrant team in Manchester City Centre, where you'll work closely with our Financial Advisers and Client Services team to create tailored financial solutions. Why Pareto? Competitive salary, hybrid work, strong growth, and a team that values development and community impact. Visit our website to view the full job description: https://bit.ly/3ZpJtug #Hiring #Paraplanner #FinancialPlanning #ManchesterJobs

Our paraplanning team had a fantastic evening last week participating in The Chartered Institute for Securities & Investment (The CISI) Annual Winter Quiz at Rain Bar. It was a great opportunity for team bonding and a bit of friendly competition. Looking forward to more events like this in the future! #CISI #Paraplanning #TeamBuilding #FinancialServices

A massive congratulations to George Chantry and the team for completing their epic 650-mile cycle from Bangkok to Saigon over the weekend! This incredible effort was in support of Bolton Lads and Girls Club, helping to expand vital mental health and wellbeing programs for local children. The event might be over, but the opportunity to support this impactful cause isn’t! Let’s rally together and show our appreciation for George and the team’s dedication by contributing to their fundraising efforts. https://bit.ly/3V8fpRr

We were proud to have one of our advisers, Courage Ruwanza FPFS represent us at The Chartered Institute for Securities & Investment (The CISI) Careers Event at Loreto Sixth Form College earlier this week. Courage shared his inspiring journey in financial services and offered valuable advice to a group of motivated students. A big thank you to Courage for empowering the next generation of financial professionals. #FinancialServices #CISICareersEvent #CareerGuidance #FinanceCareers

We were delighted to welcome Emma Cross from Teenage Cancer Trust to our offices earlier this week, along with Angie, one of their incredible Youth Support Coordinators. Angie shared valuable insights into the vital work the Trust does at the Proton Beam Therapy Centre at The Christie Charity and the critical role her support plays in guiding patients through their treatment journey. A huge thank you to Emma and Angie for the amazing work they do, and we are proud to have raised over £10k for the charity this year! #charityoftheyear

We’re thrilled to announce that Pareto has been named in Citywire’s Top 100 list of fantastic firms for 2024! 🏆 This recognition highlights our dedication to excellence, innovation, and a client-first approach. Thank you to our incredible team and loyal clients for making this achievement possible! Read more: https://bit.ly/4fyDoBp #CitywireTop100 #Pareto #FinancialPlanning #WealthManagement #Recognition

Ready to make the most of your retirement savings? Join Marcus Pilkington, Chartered Financial Planner with over 22 years of experience, as he shares his top strategies for a secure and fulfilling retirement. From structuring savings to maximising investments, this episode is packed with actionable insights for everyone—from those just starting to think about retirement to those looking to fine-tune their plans. Listen now: https://lnkd.in/eN9frY7B #RetirementPlanning #FinancialAdvice #Podcast #RetirementGoals #MarcusPilkington #SecureYourFuture

In today’s digital world, protecting our clients' data and ensuring the integrity of our systems is more important than ever. That's why we are thrilled to announce that we have successfully achieved Cyber Essentials certification once again! 🎉 Cyber Essentials is a government-backed, industry-recognised standard that demonstrates our continued commitment to safeguarding against cyber threats. This achievement highlights the rigorous IT processes we maintain to ensure a secure and reliable service for our clients. We remain dedicated to keeping your data safe and secure, and we're excited to continue delivering trusted, high-quality service. 💻🔒 #CyberEssentials #CyberSecurity #DataProtection #SecureDigital #ITsecurity