Financial advice and financial planning services at Alexander & Co that we offer clients is through Pareto Alexander. This is a trading style created through our collaboration with the award-winning independent financial advisers Pareto Financial Planning Ltd.
The Pareto adviser dedicated to clients of Pareto Alexander is Alex Savage. Pareto, a top 50 FT ranked company is one of the top 10% of UK advisers. The firm is one of only two independently owned financial advisers in the North West, which can be found in this top 50. Pareto Financial Planning is the provider of a financial advice service and is a separate company to Alexander & Co.
An extensive range of financial advice and planning services
A core part of our business is that we can provide our clients with a complete range of services, including independent financial advice. Our relationship with Pareto helps us ensure that no stone is left unturned with regards to our clients’ finances. We work in your best interest, alongside your financial adviser, with a shared understanding and approach.
Pareto has over £1 Billion under influence on behalf of thousands of diverse clients. These include owner-managed businesses to high-net-worth individuals and global PLCs. The company successfully manages employee benefit solutions including workplace pension schemes for over 500 companies. It provides insurance, investment and savings advice to a wide range of clients.
Your dedicated financial adviser
Alex offers financial planning and financial advice to individuals and businesses across the UK.
Workings with both individuals and businesses across the UK, Alex’s comprehensive services include:
- Investments & Savings
- Protection, including Key Person Protection and Shareholder Cover
- Employee Benefits
An IFA since 2011, Alex prides herself on taking the time to listen and to understand what her clients want to achieve. This is in terms both of cash flow management and keeping costs down.
When running a business, Alex helps clients with financial planning and can also help you understand how to mitigate certain financial risks.
Book a no-obligation appointment with Alex
For financial planning and advice, Alex can assist you by discussing your financial health and the services available to you. An initial consultation is available under no obligation. Please call us today on 0161 832 8481 to arrange this. Alternatively, complete the contact form and Alex will be in touch to arrange your appointment.
Additional services provided by Alexander & Co
For additional accountancy or taxation services, Alexander and Co can assist. Our range of services including self assessment tax advice, business restructuring, audit services and much more. We are a leading accounting firm with offices in Manchester and London. Head over to our services to find the expert advice you’re looking for or get in touch with us to learn more.
Pareto Alexander is a trading name of Pareto Financial Planning Ltd. The firm Pareto Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority, Registered in England and Wales No. 06582775. Registered Office: Tower 12 Level 7, Bridge Street, Manchester, England, M3 3BZ.
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"An excellent team, I would not hesitate to recommend the firm Alexander & Co to anyone."