LeadIQ logo
Learn more at LeadIQ.com

Insights

Strong Market Recognition Pareto Financial Planning has consistently been recognized as a top UK adviser with awards such as the FTAdviser Top 100 and Best IFA to Work For, demonstrating its reputable position in the financial services industry and potential openness to innovative solutions that can enhance client service and operational efficiency.

Significant Assets Under Management With over £1 billion in assets under management, Pareto represents a substantial client base, indicating opportunities for premium service offerings, advanced financial technology integrations, and enhanced advisory solutions to support high-net-worth clients.

Strategic Growth Initiatives Recent leadership appointments, including a new Head of Training and Development and a Senior Employee Benefits Consultant, reveal a focus on talent development and expanding advisory capabilities, opening doors for innovative HR tech, training platforms, and employee engagement solutions.

Technological Engagement Pareto's adoption of a modern tech stack such as Google Analytics and WPBakery indicates openness to digital transformation, presenting opportunities for advanced analytics, client portal enhancements, and tailored digital marketing solutions to deepen client engagement.

Expansion and Partnerships The recent partnership with KBS Corporate and active recognition strategies position Pareto for further expansion into corporate financial services, M&A advisory, and strategic alliances, creating potential for B2B technology solutions, corporate client management platforms, and comprehensive advisory tools.

Pareto Financial Planning Tech Stack

Pareto Financial Planning uses 8 technology products and services including Font Awesome, Modernizr, jQuery Migrate, and more. Explore Pareto Financial Planning's tech stack below.

  • Font Awesome
    Font Scripts
  • Modernizr
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Google Maps
    Maps
  • WPBakery
    Page Builders
  • Priority Hints
    Performance
  • Google Analytics
    Web Analytics
  • Apache
    Web Servers

Media & News

Pareto Financial Planning's Email Address Formats

Pareto Financial Planning uses at least 1 format(s):
Pareto Financial Planning Email FormatsExamplePercentage
First.Last@paretofp.co.ukJohn.Doe@paretofp.co.uk
87%
FirstLast@paretofp.co.ukJohnDoe@paretofp.co.uk
5%
First@paretofp.co.ukJohn@paretofp.co.uk
4%
First.Middle@paretofp.co.ukJohn.Michael@paretofp.co.uk
4%

Frequently Asked Questions

Where is Pareto Financial Planning's headquarters located?

Minus sign iconPlus sign iconPareto Financial Planning's main headquarters is located at 5-7 Byrom Street Manchester, England m3 4pf United Kingdom. The company has employees across 1 continents, including Europe.

What is Pareto Financial Planning's phone number?

Minus sign iconPlus sign icon You can contact Pareto Financial Planning's main corporate office by phone at
+44-161-819-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pareto Financial Planning's official website and social media links?

Minus sign iconPlus sign iconPareto Financial Planning's official website is paretofp.co.uk and has social profiles on LinkedIn.

What is Pareto Financial Planning's NAICS code?

Minus sign iconPlus sign iconPareto Financial Planning's NAICS code is 52 - Finance and Insurance.

How many employees does Pareto Financial Planning have currently?

Minus sign iconPlus sign iconAs of February 2026, Pareto Financial Planning has approximately 72 employees across 1 continents, including Europe. Key team members include Head Of Marketing: J. M.Finance Director | Cfo: C. R.Partner: T. W.. Explore Pareto Financial Planning's employee directory with LeadIQ.

What industry does Pareto Financial Planning belong to?

Minus sign iconPlus sign iconPareto Financial Planning operates in the Financial Services industry.

What technology does Pareto Financial Planning use?

Minus sign iconPlus sign iconPareto Financial Planning's tech stack includes Font AwesomeModernizrjQuery MigrateGoogle MapsWPBakeryPriority HintsGoogle AnalyticsApache.

What is Pareto Financial Planning's email format?

Minus sign iconPlus sign iconPareto Financial Planning's email format typically follows the pattern of First.Last@paretofp.co.uk. Find more Pareto Financial Planning email formats with LeadIQ.

When was Pareto Financial Planning founded?

Minus sign iconPlus sign iconPareto Financial Planning was founded in 2008.

Pareto Financial Planning

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.

Section iconCompany Overview

Headquarters
5-7 Byrom Street Manchester, England m3 4pf United Kingdom
Phone number
+44-161-819-****
Website
paretofp.co.uk
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Pareto Financial Planning's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Pareto Financial Planning's revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    J. M.
    Head Of Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. R.
    Finance Director | Cfo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. W.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. H.
    Compliance Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. C.
    Director
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    J. S. M.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. S.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. C.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. A.
    Operations Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. W.
    Director
    Phone icon
    Mobile Phone

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.