Pareto Financial Planning has strengthened its ranks with the appointment of paraplanners Caroline Singh-Bhaker, Chris Swaby and Lucas Jones.
Caroline and Lucas each have more than 20 years’ experience in the financial services industry.
Chris has 10 years’ experience, working with a client base made up of sports professionals. This is a growing area of business for Manchester-based Pareto.
Meanwhile, Laura Taylor and Derek Ward have been promoted to team leader roles as part of the firm’s commitment to developing its own talent.
Pareto advises individual and corporate clients across the north west and beyond on all aspects of financial planning, including pensions, investments, protection and employee benefits.
The firm recently moved to bigger headquarters at Tower 12 in Manchester’s Spinningfields business district to accommodate the growth of its team, which now stands at 53, including seven paraplanners.
Operations manager Nicky Aspray said: “We are delighted that Caroline, Chris and Lucas have joined us at this exciting time for the business. They bring with them a wealth of paraplanning experience.
“We have a strong training culture and it’s great to see Laura and Derek take the next steps in their careers at Pareto.”
Meanwhile, school leaver Phoebe Locke has joined Pareto as a junior administrator and will be joining the firm’s in-house training programme.
Pictured left to right are Chris Swaby, Caroline Singh-Bhaker and Lucas Jones.
"We are delighted that Caroline, Chris and Lucas have joined us at this exciting time for the business"
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