Meet The Team

George Chantry - Director George has worked in Financial Services for over 20 years initially as a Technical Consultant for Clerical Medical, part of the HBOS Group. In 1995 George joined John Stevenson at Carrwood Barker as Sales Director. George helped to both grow the business and build a quality team of advisers. Carrwood Barker was sold in 2005 to Lighthouse Group PLC and at the time had a team of 45 employed advisers and a turnover close to £10m. At Lighthouse George was the lead adviser in the PLCs Manchester office. In early 2008 George established Pareto where he advises both individual and corporate clients. He also works closely with Pareto's employed advisers acting both as a Manager and mentor. Pareto has quickly established a quality team of advisers and support staff and the practice has gained an enviable reputation within the professional marketplace.

John Stevenson - Director John has worked in Financial Services for over 20 years. In 1994 John established Carrwood Barker which became the largest provider of Independent Financial advice to Accountants. In 2005 the business was sold to Lighthouse Group PLC, the UKs largest Wealth Management Group, and John became a Main Board Director of the PLC. In early 2008 John left to launch Pareto with a vision to provide both quality advice and service to Corporates and Individuals. John provides direct advice to a number of high profile clients and also acts as lead adviser, to support other Pareto advisers, on a number of large Employee Benefit Projects.

Glenn Parker - Senior Consultant Glenn has been an IFA for over 25 years and has worked with John Stevenson and George Chantry, the Directors of Pareto, for the last 10 years. He is the head of Pareto’s Investment Policy Committee and has responsibility for monitoring and reviewing the company’s asset allocation and fund selection process. Glenn mainly deals with Pareto’s existing high net worth clients and the management of their personal investment portfolios and pension assets.

Stuart Carswell - Senior IFA Stuart has been an IFA for 15 years since graduating from university and has worked with John Stevenson and George Chantry for nearly 8 years. He prides himself on his working relationships with his clients and introducers alike, ensuring he understands clients needs before any advice is made. Stuart looks after a number of high net worth individuals, corporate clients and professional sportspeople. He has strong relationships with professional companies that helps him provide holistic advice to ensure that all needs are met.

Paul Stones - Senior IFA Paul has worked in financial services for 17 years and as an IFA since 2000. He specialises in personal and corporate financial planning, particularly involving pension, trust and estate planning. He works closely with solicitors and accountants in Manchester and throughout the North West.

Stuart Craig - IFA Stuart has worked within the financial services industry for 10 years. He originally started employment with the IFA arm of the Co-operative Bank where he completed his initial training before leaving after 2 1/2 years to commence working with George and John at Carrwood Group. During this time he has worked within various roles which include sales support, compliance and paraplanning before becoming an adviser in 2007. The experience gained within these alternative roles have helped develop an in depth knowledge of the financial advice sector and enables Stuart to provide holistic advice when with clients. Since joining Pareto in 2008 Stuart has developed a client base that includes both corporate clients and individual clients. Stuart is ideally placed to advise Senior Management Executives from a corporate aspect whilst incorporating their personal affairs to help provide a truly bespoke portfolio which will cover pensions, protection and investments and will be reviewed on an ongoing basis.

Kevin Morrisey - Paraplanner Kevin is a Paraplanner at Pareto. He provides research, analysis and suitability reports to ensure our clients needs are met.

Lorna Hart - Office Manager Lorna has worked with John and George for 12 years in various roles including commission and administration support. Lorna oversees the finance function, HR and is also involved in new business projects within Pareto.

Claire Newman - Admin Supervisor Claire has worked in financial service administration for over 10 years and has a wide knowledge of both systems and procedures to support Pareto's advisor team. Claire is responsible for managing Pareto's administration team whilst also initialising new procedures to improve efficiency of our service proposition.

Kylie Flett - Administrator Kylie has worked in Group Employee Benefits for over 10 years. Kylie administers all the group employee benefits schemes at Pareto and ensures the administration of the corporate clients schemes are managed efficiently.

Sara Peers Kelly - Receptionist Sara is on hand to ensure clients and visitors to Pareto are looked after when they come to see us.Sara also plays an important role in the commissions department.