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We are delighted to share some exciting news with you about future changes regarding how you will receive the financial advice and support you may need at various points in your personal or business lives.
We have partnered with a new financial services provider Pareto, who will work with us going forward to make sure you will continue to receive quality advice. Pareto Financial Planning Limited is a Manchester based award-winning firm of Independent Financial Advisers (IFAs) founded in 2008 by John Stevenson and George Chantry, who have decades of financial planning experience between them.
The company has enjoyed continuous growth and employs an expert team of over 50. They work with a diverse range of clients from those new to financial planning to high-net-worth individuals and provide a full range of services including employee benefits advice to over 500 companies. Their strapline “all matters financial” says it all.
Pareto provide straightforward, clear and honest advice. Pareto's experienced and highly qualified financial advisers work alongside technical and administrative teams, using the latest systems to help ensure they can always deliver the highest standards of service to our clients. Their areas of expertise include:
• Protection
• Pensions
• Investment and savings
• Estate and Inheritance Tax (IHT) planning
• Employee benefits
Pareto has a diverse range of clients from those new to financial planning to experienced high net worth investors. They also work with business leaders to put protection in place for both them and their business, implement employee benefits to attract and retain the best employees, and assist with the creation of a robust exit strategy.
One of Pareto’s specialist advisors will be based in our Manchester office, namely Chris Colclough. Chris works with both individuals and businesses, across a range of services.
Chris brings a wealth of experience to his clients having been raised in a family business and subsequently running his own successful business for 10 years prior to its sale in 2010. He later digressed into Property and Investments which led to him being invited to join the financial services industry where he acquired the skills, knowledge and qualifications required to advise high net worth clients.
He is passionate about helping to design and implement financial plans that secure the futures of individuals, families, and businesses through bespoke and holistic planning in order to deliver the best possible outcome for his clients.
Should you wish to find out more about Pareto and what they can do for you, please book a free initial meeting viamarketing@beevertruthers.co.uk
1 George Leigh Street, Ancoats, Manchester, Greater Manchester, M4 5DL
03330 910411
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