Member Article

Alex's arrival boosts Pareto Financial Planning's advisory team

Pareto Financial Planning has strengthened its advisory team with the appointment of Alex Cummings.

Alex is a chartered financial planner and has joined Manchester-based Pareto from accountancy firm Wyatt Morris Golland in Rochdale, where he was a chartered adviser.

He began his financial services career in 2004 as an administrator and became a paraplanner in 2009. In recent years he has worked as a financial adviser, with a focus on holistic financial planning, in particular retirement and estate planning.

In his new role Alex will be working from the offices of UHY Hacker Young in Manchester, advising its clients. UHY Hacker Young is one of Pareto’s long-standing accountancy partners.

Alex said: “Pareto Financial Planning has an excellent reputation for being a forward-looking business which puts the client at the centre of everything it does.

“I’m delighted to join the company and look forward to working with the teams at Pareto and UHY Hacker Young and developing new client relationships.”

Pareto director Stuart Carswell said: “Alex has extensive experience working with accountancy practices and their clients, which will stand him in good stead in his new role with Pareto.

“We are delighted he has joined us. He’s a great addition to our growing advisory team.”

This was posted in Bdaily's Members' News section by Pareto Financial Planning .