HURST Teams up with Pareto Financial Planning

Posted: Oct 8, 2018
Expert:
Simon Brownbill

HURST has teamed up with Pareto Financial Planning to expand the services it offers to entrepreneurs.

hurst-teams-up-with-pareto-financial-planning

The alliance will see Pareto offer financial planning advice to HURST’s business and private clients on a range of matters, including pensions, investments and savings, protection and employee benefits.

Independent financial adviser John Winstanley is heading the initiative for Manchester-based Pareto.

He will be based at HURST’s offices in Manchester and Stockport to provide his expertise at key stages of the business journey, such as when an owner is looking to sell.

The partnership is the latest of its kind for Pareto, which has similar long-standing arrangements with other accountancy firms.

Pareto managing director John Stevenson said: “HURST is a leading accountancy practice with a strong presence across the north-west and we look forward to developing a successful long-term relationship with the firm.

hurst-and-pareto-financial-planning L - R: John Stevenson, Simon Brownbill & John Winstanley 

“We share the same market, with the focus on owner-managed businesses turning over £5m-£50m, and the same level of commitment to clients.

“Having one’s accountant and financial adviser working alongside each other can only help clients in terms of fully understanding their current financial position and goals.”

He added: “John is an important member of our advisory team who is meticulous in his approach. With him at the helm in our partnership with HURST, clients will receive high-quality advice when it comes to their financial planning.”

Simon Brownbill, a partner and director of practice development at HURST, said: “Our partnership with Pareto enables us to provide a more holistic offering to clients by adding an important service line.

“We want to help entrepreneurs with their financial security and we have a large number of clients who are pursuing an exit strategy. We will now be able to support them beyond the transaction.

“We see Pareto as a great fit for HURST and we are excited to launch this initiative with them.”

Click here to find out more about the new services we will now be offering.