Pareto Financial Planning Appoints Suzanne Chadwick as Head of Training and Development

Pareto Financial Planning, the award-winning Manchester based financial services business, today announces the appointment of Suzanne Chadwick as Head of Training and Development.

With over 30 years experience, most recently with Quilter as a Quality Assurance Manager and Sesame as Training and Development Manager, Suzanne will use her existing experience in training and development, operational risk and governance management to bring all aspects of training together across the Pareto business. Suzanne holds a CII Level 4 Diploma, a Masters In Personnel and Development, an MBA in Business and is a qualified member of the Institute of Risk Management.

Suzanne will apply her skills to ensure that Pareto continues to build on the FCA principles, risk awareness, and strengthened consumer duty outcomes, and to ensure that “Best Practice” is shared across the teams to deliver great customer outcomes.

Suzanne Chadwick, Head of Training and Development, Pareto Financial Planning, said: “Pareto is an outstanding company that really exemplifies its mission and objectives. They practise exactly what they preach with regards to their values and culture, and this has attracted me to join their excellent management team. I am looking forward to building on their previous success of being awarded the best financial adviser company to work for over the past 2 years and the reputation they have created over the last 15 years.”

Paul Stones, Managing Director, Pareto Financial Planning, said: “We are delighted to have Suzanne join Pareto. As a former adviser herself, Suzanne understands how important it is to keep professional knowledge and skills updated. With ever changing regulations and frameworks, we want Suzanne to build on our already excellent business and learning culture.”

Pareto Financial Planning has more than £1 billion of assets under management and was named as one of the Top 100 advisers in the UK by the Financial Times in 2023. Pareto Financial Planning was also named as one of the Best Financial Advisers to Work For in the UK in both 2023 and 2024, by the highly respected survey and awards programme by Professional Adviser and Best Companies Group.