The two Manchester-based firms have signed a deal to work together to provide services to each other’s clients.
The deal will see Pareto specialist adviser Chris Colclough based at the head office of Beever and Struthers in Manchester. He will work with staff and national clients of the firm in Blackburn, Birmingham and London.
Beever and Struthers clients will be able to access investment and retirement planning advice in future from Pareto.
Maria Hallows, executive partner of Beever and Struthers, said: "We look forward to our exciting and progressive partnership with Pareto Financial Planning, which demonstrates how Beever and Struthers is dedicated to ensuring our clients benefit from the independent and beneficial advice they require.
"Working with Pareto in this way means we can provide a seamless service, including investment advice, measures to protect wealth, planning for retirement, and more general corporate advice, for example reviewing employee benefit packages.
“We recognise that we need to practice what we preach, and so the starting point for this partnership is ensuring our valued staff have access to all the expertise and support Pareto can bring. Chris becoming embedded in our team is fundamental to the success of this venture. We believe the wider range of services and support offered by Pareto aligns with our strategy of achieving better for, and with, our clients.”
Stuart Carswell, director at Pareto Financial Planning, said: “We are delighted to be working alongside Beever and Struthers as part of our continued growth plans to work with accountants and provide them with a robust financial services proposition.
"We look forward to developing a successful long-term relationship with an ambitious and like-minded professional practice.The partnership exploits the natural synergies between us, offering a holistic approach to financial advice. I believe our shared focus on ensuring a positive client outcome in everything we do will cement the success of the relationship going forwards.”
Pareto Financial Planning provides a range of Financial Planning services including protection, pensions, investment and savings advice, estate planning and employee benefits advice.
Beever and Struthers was founded in 1898 and has 16 partners and more than 200 employees in four locations: Manchester, Blackburn, Birmingham, and London.
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