Pareto Financial Planning is the latest member to join Grid.
Pareto is a financial planning company with offices in Manchester that assists its business clients in various areas, including protection insurance and employee benefits. Additionally, it provides consumers with guidance on asset management, security, retirement, and inheritance planning.
Pareto joined Grid to stay current with the industry and gain access to resources for staff training and research. Another important advantage for financial planners is the chance to network with and learn from businesses and thought leaders who are at the forefront of the market.
Pareto Financial Planning Employee Benefits Consultant Alan Makinson says: “Being a member of Geid helps us to stay up to date with developments in the group risk market and have an influence in its future, enabling us to keep up to date with current trends and legislation relating to group risk products and help our clients make the right decisions on their cover. Grid also provides many tools to help us support and train our employee benefits team to deliver a great customer experience.”
Grid chair Paul White says: “We know that the knowledge-share between providers, advisers, suppliers and those at the coal face is a vital part of the group protection picture, which is why we’re so pleased to have financial planners join the organisation. Pareto will also help us to take the group risk message out to smaller businesses whilst also benefiting themselves from the wide variety of support we have to offer.”
