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As one of the leading independent financial advisers (IFA’s) in the North West, Pareto have established themselves as specialists in all areas of financial planning.
Pareto was founded in 2008 by John Stevenson and George Chantry, both with decades of financial planning experience between them. Since its foundation, the company has enjoyed year on year growth and now employs a team financial experts.
From our Manchester City centre office, our experienced and highly qualified financial advisers are assisted by a professional team of support staff. Our back office department are skilled in many administrative areas, and use the latest software systems to deliver the highest standard of service to our clients.
At any one time Pareto have millions of funds under influence covering thousands of diverse clients, from high net worth individuals to global PLCs. We manage employee benefit solutions including workplace pension schemes for over 500 companies, and supply mortgage advice to a range of private clients.
Our success is derived from focusing on long-term relationships, ensuring we understand our clients financial goals, and provide clear summaries and pro-active solutions that will be effective now and far into the future.