Brooks Macdonald has formed an alliance with Pareto Financial Planning, an independent financial adviser based in the North West of England.
Pareto provides independent advice on all areas of financial services – from simple life cover and savings to corporate pension schemes and insurance.
The alliance will allow Pareto’s clients to access Brooks Macdonald’s discretionary investment management as part of Pareto’s holistic independent financial advice proposition. Brooks Macdonald will offer clients of Pareto its full range of services, including its Bespoke Portfolio Service. These services can be held within a range of structures, including ISAs, offshore and onshore bonds, SIPPs, SSASs and individual trusts.
The alliance will also allow Pareto’s clients to access the full expertise of Brook Macdonald’s extensive investment capabilities, including its 93 strong investment team, through the use of the company’s centralised investment process.
John Stevenson, managing director, Pareto, says: “This strategic alliance is an important step for our business as we continue to strengthen our proposition. Brooks Macdonald has a strong track record and will provide an excellent solution for some of our clients seeking investment management services.”
Nick Holmes, managing director, asset management, Brooks Macdonald, says: “We are pleased that Pareto has chosen to partner with us and are confident that our investment solutions will help to meet the needs of their clients. Pareto is an exciting business with a strong proposition, and we look forward to working with them in this capacity.”