Pareto Financial Planning, the award-winning Manchester based financial services business, today welcomed Jorge Jackson who joins the team as an Independent Financial Advisor, expert in all areas with a particular specialism in intergenerational and inheritance tax planning.
Jorge Jackson, who has worked in financial services for six years, joins Pareto from North West based Equilibrium Financial Planning where he was a Client Manager.
Pareto Financial Planning’s team is now in excess of 70 and has more than £1 billion of assets under management. Pareto was recently named as a Best Financial Adviser to Work For by Professional Adviser and Best Companies, and was named in the prestigious FTAdviser Top 100 UK advisers for 2023.
Jorge Jackson, IFA, Pareto Financial Services, said, “Joining Pareto was too good an opportunity to miss. Pareto’s reputation within the industry is second to none. Many financial services businesses talk about a client first approach but with Pareto it’s really in its DNA, from the top to bottom, for me that’s a winning strategy.”’
Paul Stones, Managing Director, Pareto Financial Services, said, “Attracting top talent depends on many factors and not least our core value of providing individual holistic financial advice. Jorge joins Pareto at an exciting time as we continue to grow, add new business and build momentum as the North West’s leading IFA,”
In his spare time Jorge is a keen footballer, skier and has been known to attempt overly ambitious DIY projects.