Pareto Financial Planning celebrates ‘home grown’ Chartered Financial Planner

Pareto Financial Planning, the award-winning Manchester based financial services business, today recognised and commended Lauren McHenry on achieving Chartered Financial Planner status. Lauren started at Pareto as a Trainee Paraplanner and has progressed through the company’s fully funded qualification and support programme.

Lauren’s hard work and determination, combined with the support of Pareto’s Training and Development programme, is a perfect example of how careers can flourish when the right environment is put in place.

As Suzanne Chadwick, Head of Training & Development at Pareto Financial Planning, commented, “Lauren’s journey represents an incredible combination of application and hard work together with Pareto’s commitment to colleague development. We provide not just financial support for qualification attainment but fully expensed study material, paid time off for revision and individual paid recognition for exam success.”

Paul Stones, Managing Director, Pareto Financial Planning, said, “Huge congratulations to Lauren for achieving Chartered Financial Planner status. The whole Pareto family is incredibly proud of you. With more Pareto colleagues following you on our programme we are organically creating the future of financial planning.”

Lauren McHenry, Chartered Financial Planner, Pareto Financial Planning, said, “What a journey so far. I can’t thank the entire team enough for the support and encouragement they have given me. I’m now looking forward to less study and more client interaction as Pareto goes from strength to strength.”

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 2024.