Pareto Financial Planning expands team

Manchester-based Pareto Financial Planning has strengthened its award-winning team with the addition of three new professionals.

Sarah Mullarkey joins as an independent financial adviser, bringing experience in retirement, investment, inheritance and long-term care planning, with a particular focus on Cashflow Planning. 

She said: “Cashflow Planning gives clients the confidence to help them live the life they want. 

“I was drawn to Pareto’s strong industry connections and by its clear commitment to community impact and staff wellbeing.” 

Meanwhile, Holly Potts, an employee benefits consultant, brings over 20 years’ experience designing group risk and corporate healthcare strategies. 

Holly added: “Pareto's reputation is well earned, but what truly sets it apart is its culture. 

“It's people-first, collaborative, and truly invested in helping colleagues thrive. 

“I hope to mentor others and contribute meaningfully to both our clients and our internal team.”

Finally, Mark Singh joins as an independent financial adviser, having previously run his own financial planning firm and bringing a unique background in mentoring and property investment.

Mark added: “My proudest achievement is simply having the courage to keep moving forward, even when it’s uncomfortable. 

“Studying for my diploma while raising a young family and working full-time taught me the value of sacrifice. 

“Pareto’s culture and team spirit are exactly what I was seeking.”

Their appointments reinforce Pareto’s position as a leading provider of client-first financial advice, managing over £1 billion of assets and recognised as one of the Financial Times Top 100 Financial Advisers in the UK in 2024.

Paul Stones, managing director at Pareto Financial Planning added: “We’re proud to welcome Sarah, Holly and Mark to the Pareto team.

“Each brings something unique, and their passion, professionalism, and people-first values align perfectly with our culture. 

“As Pareto continues to grow, our people remain at the heart of everything we do.”

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