Partner Article

Pareto Financial Planning signs introducer agreement with UHY Hacker Young Manchester LLP

Pareto Financial Planning has signed a formal introducer agreement with chartered accountancy group UHY Hacker Young Manchester LLP.

The deal will see Pareto place one of its fully qualified employed advisors into the firm, where they will provide bespoke personal and corporate financial planning advice as a complement to UHY Hacker Young’s accountancy services.

This move is the latest in a strategy that has seen Pareto place staff in several regional accountancy practices, where they are supported in terms of research and administration by the wider Pareto team.

David Symonds, Partner, at UHY Hacker Young, said:

“The Pareto team are experts in offering financial services support to the accountancy sector. We were keen to utilise this expertise in offering our clients the best possible bespoke service, as well as helping to attract and retain new customers in the near future.”

John Stevenson, Pareto Managing Director, added: “UHY Hacker Young is an ideal fit for our key service areas. We have very similar clients – largely owner-managed businesses – and we think our staff will be a perfect complement to this well-established and growing practice.”

This was posted in Bdaily's Members' News section by Pareto Financial Planning .