Financial Planning Services
At Alexander & Co we offer clients a Financial Planning service through Pareto Alexander, a trading style created through our partnership with the award-winning independent financial advisers Pareto Financial Planning Ltd. Alex Savage is the Pareto adviser dedicated to clients of Pareto Alexander.
Based in Manchester, Pareto is a well-established company, specialising in working closely with accountants.
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 to ensure no stone is left unturned when it comes to your finances. We work in your best interest, alongside your financial adviser, with a shared understanding and approach.
Pareto has over £700 million under influence on behalf of thousands of diverse clients, from owner-managed businesses to high-net-worth individuals and global PLCs. The company successfully manages employee benefit solutions such as workplace pension schemes for over 500 companies and provides insurance, investment and savings advice to a wide range of clients.
- Investments & Savings
- Tax & Planning
- Protection, including Key Person Protection and Shareholder Cover
- Employee Benefits
Your dedicated Financial adviser
Alex has been in the financial services industry for 13 years and has been an IFA since 2011. Alex prides herself on taking the time to listen and understand what her clients want to achieve, whilst understanding the pressures of life which can make a real difference to financial planning.
Book a no-obligation appointment with Alex
To speak to Alex, please call today on 0161 832 8481 or fill the form in at the bottom of this page and she will be in contact with you shortly.
Pareto Alexander is a trading name of Pareto Financial Planning Ltd. Pareto Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Pareto Financial Planning Ltd is registered in England and Wales No. 06582775. Registered Office 8 St John Street Manchester M3 4DU.