Manchester-based Pareto Financial Planning has increased its team to more than 70 with the addition of four new hires over the past year.
The company has also reported turnover up 22% in the past year and that it exceeded £1bn of assets under management in the financial year 2021/22.
The new hires include Chris Issac who joined in 2022 as a Chartered Financial Planner having worked as a Paraplanner previously. Before Pareto he worked with Hearnden Associates.
Also joining is Lettie Cartwright who moved to Pareto from Wetherall’s Corporate as an Independent Financial Adviser.
Chartered Financial Planner Courage Ruwanza joined Pareto following eight years with Equilibrium Financial Planning. She specialises in retirement planning, inheritance tax planning and trust planning.
Martin Collins joined at the beginning of this year as a Chartered Financial Planner having started his career over 20 years ago. Before Pareto he was previously with Hurley Partners who were bought by Mattioli Woods in 2020.
Stuart Carswell, director, Pareto Financial Planning, said, “We’re delighted to have Lettie, Chris, Courage and Martin join the growing and talented team at Pareto. Our core principles are strong and this is evident as we continue to attract the next generation of client-focused advisers.”
Pareto was founded in 2008 by John Stevenson and George Chantry, both experienced Financial Planners. The firm is based in Spinningfields in Manchester.
