KBS CORPORATE VENTURES INTO STRATEGIC PARTNERSHIP WITH PARETO FINANCIAL PLANNING - KBS Corporate

KBS CORPORATE VENTURES INTO STRATEGIC PARTNERSHIP WITH PARETO FINANCIAL PLANNING

KBS Corporate is pleased to announce a new strategic partnership with Pareto Financial Planning, an award-winning Manchester-based firm.

KBS Corporate is pleased to announce a new strategic partnership with Pareto Financial Planning, an award-winning Manchester-based firm.

The partnership will allow Pareto to assist KBS’s clients directly by providing financial planning and advisory services to support business sales.

Founded in 2008, Pareto has developed into a leading expert in its field, boasting a team of 20 qualified financial advisers who work closely with various specialist technical teams in the financial sector.

Operating from the heart of Manchester’s city centre, Pareto utilises the latest financial systems to deliver the highest standard of service.

Peter Kelly, KBS Corporate Operations Director, commented on the new partnership: “As our trusted wealth management partner, Pareto can provide both pre-sale and post-sale financial planning. KBS has a great appreciation of the value its clients’ businesses hold and, with Pareto’s support, we can deliver the best possible solution.

“Additionally, Pareto’s post-transaction services will ensure the deals we secure for our clients enable a stress-free financial future by fully evaluating how the sale will benefit their interests and estate. We are delighted with the partnership and anticipate great success over the coming years alongside the Pareto team.”

Stuart Carswell, Pareto Director, added: “We are delighted to embark on this strategic journey with KBS Corporate. This alliance allows us to combine our strengths and leverage our collective knowledge to empower clients with comprehensive financial planning and advisory services.

“We assist business owners pre-sale and post-sale to ensure they and their families are protected and have sufficient income to maintain their standard of living for the future. We are very much looking forward to working with the KBS team.”

The partnership comes at the end of a record financial year for KBS Corporate, overseeing an unprecedented number of deals in a broad range of industries.

Pareto will further extend KBS’s offering, delivering a financial planning solution which will assist business owners in maximising the value of their companies.

dwn-br

download a brochure







    Free Confidential Enquiry

      I'm interested in:

      How can we assist you?