Independent advice firm Pareto Financial Planning has formed a partnership with Brooks Macdonald, allowing its clients to access the firm's discretionary investment services.
The deal will give Pareto's clients the opportunity to hold bespoke model portfolios in products such as their ISAs, offshore and onshore bonds, self-invested personal pensions, small self-administered schemes, and individual trusts. It will also give them access to Brooks Macdonald's investment team and centralised investment process. Pareto is based in Manchester where it provides independent advice to owner-managed businesses and high net worth private clients. The firm was founded by John Stevenson - a former board director of the Lighthouse group - in 2008. Stevenson said:...
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