Pareto Financial Planning maintains strong growth trend
25th June 2025, 9:30 am
New Partners, investment in people, industry recognition and community among other highlights
Manchester, UK, June 24th 2025 – Pareto Financial Planning, the award-winning Manchester-based financial services business, today reported a strong 13% increase in turnover and a new business growth increase of 30% for the year ending 31st March 2025.
Strong growth came from across Pareto’s portfolio of services, a notable example being within the Employee Benefits team. The team has continued to grow, working with more businesses than ever before to help them attract, retain, and care for their teams. The demand for thoughtful, tailored benefit solutions is clear, and Pareto is proud to be playing a role in helping employers support their people.
Partners
Pareto expanded its network of accountancy partners this year, welcoming strategic firms such as AKS, Sempar and Tax Plus. Through these new partnerships, Pareto extends its services to their clients and strengthens the support it provides across the wider professional community.
Awards
Pareto, for the third consecutive year, was named in the FTAdviser Top 100, as one of the Best IFAs to Work For, and newly included in Citywire’s New Model Adviser Top 100. On the security front, Pareto achieved Cyber Essentials Plus accreditation helping to ensure that client data is protected to the highest industry standards.
Paul Stones, Managing Director, Pareto Financial Planning, said, “Operating from our new headquarters in Spinningfields, the Pareto extended team has excelled again. Our mission to offer and support our clients with the highest possible standards, integrity, care and ambition remains steadfast.”
Community
Once again, Pareto put the local community front and centre of its culture of giving back. Pareto raised an impressive £12,000+ for its Charity of the Year, Teenage Cancer Trust (TCT) continuing a long-standing tradition of charitable involvement that’s deeply meaningful to all of the Pareto family. Amongst a group of fabulous new recruits who made the decision to join Pareto this year, was Olivia O’Neill. Olivia joined Pareto’s Employee Benefits team after being introduced through a connection with TCT and is already proving to be a fantastic addition to the Pareto team.
Pareto’s full 2024 report can be found here Social Impact Report.
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