Financial Planning named as one of the UK’s best financial advisers to work for third consecutive year

24th April 2025, 10:31 am

Manchester, UK, April 23rd 2025 – Pareto Financial Planning, the award-winning Manchester based financial services business, today announced that it has been named as one of the best financial planning advisers to work for in the UK, by Professional Adviser for the third consecutive year.

This Professional Adviser industry recognition demonstrates Pareto Financial Planning’s commitment to maintaining an exceptional workplace environment within the financial services sector. The rigorous two-part evaluation process assessed various aspects, including workplace policies, practices, demographics, and employee feedback.

Paul Stones, Managing Director, Pareto Financial Planning, said: “There is a direct correlation between the wellbeing of our colleagues both professionally and personally and the outcomes we deliver for our clients. That is why we go the extra mile to ensure the environment we have is both supportive and progressive. We are all extremely happy to be awarded this accolade for the third consecutive year,”

This industry recognition underscores Pareto Financial Planning’s commitment to maintaining an exceptional workplace environment within the financial services sector.

Lauren McHenry, Chartered Financial Planner at Pareto says, “it’s amazing to see Pareto Financial Planning recognised as the Best Financial Adviser to Work For again in 2025. I’ve just completed my path to becoming a Chartered Financial Adviser, and the level of support I received was second to none. This is a company that invests in its people and creates an environment where we can thrive.”

This industry-wide survey and awards programme honours the best places of employment in the financial services industry. Financial planning businesses from across the UK entered the two-part process to determine the Best Financial Advisers to Work For. The first part consisted of evaluating each nominated company’s workplace policies, practices, and demographics, while the second consisted of an employee survey to measure the employee experience.

Pareto Financial Planning scored highly across all categories evaluated with particularly impressive results in the corporate culture and communications, training, development and resources and leadership categories.

Pareto Financial Planning has more than £1 billion of assets under management and was named as one of the Top 100 advisers in the UK by the Financial Times and Citywire New Model Adviser in 2024.

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