Pareto Financial Planning Joins GRiD Membership Growth

Financial Planners

GRiD welcomes Pareto Financial Planning as the newest member to join the Group Risk Protection sector trade association.

Pareto is a Manchester-based financial planning firm that supports business clients in a variety of areas, including employee benefits and protection insurance. We also offer personalized advice on wealth management, protection, retirement and estate planning.

Pareto joined GRiD to keep up with the market and to have access to staff support in terms of research and training. Another key benefit for financial planners is the ability to network and gain insights from organizations and thought leaders at the forefront of the industry.

Alan McKinson, Employee Benefits Consultant at Pareto Financial Planning, said: “By being a member of GRiD, we are able to stay on top of the Group Risk market and influence the future. They can help you make the right decisions with their cover.GRiD also provides us with many tools to help us support and train our employee benefits team to deliver a great customer experience. increase.”

GRiD Chair Paul White said: “We know that knowledge sharing among providers, advisors, suppliers and those facing coal is an important part of group protection. That is why we encourage financial planners to join our organization. We are very pleased. Pareto also helps spread the Group Risk message to small businesses, but they also benefit from the range of support we provide.”

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