Pareto Financial Planning has appointed three new paraplanners to strengthen its ability to work with sports professionals.
Caroline Singh-Bhaker, Chris Swaby and Lucas Jones have joined the financial planner, based in Manchester's Spinningfields business district. Pareto's clients include Premier League and international...
Creation of chief commercial officer role
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
Third highest monthly figure since 1993
'Cannot normalise this level of loss'
There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...
Supported over Christmas
Plus online scams