We will ensure retirement is something you look forward to….


Helping you manage your retirement plans

No one wants to work forever and in the current financial climate planning ahead has never been so important. While you are likely to accrue a basic state pension throughout the course of your working life, in many cases this is far less than the amount most people would be comfortable living on. By planning ahead and applying pension tax efficiency, you can avoid any possible shortcomings and realise your full financial potential in retirement.

We will work closely with you to recognise your plans in retirement, and ascertain where you are, and where you need to be in order to achieve your desired lifestyle. To demonstrate this, we utilise sophisticated financial planning tools, including the latest cash flow modelling technology.

As with all our services, we won’t look at pensions in isolation. Income protection, tax planning and amongst other areas will be explored.

  • Personal Pensions
  • Self-Invested Personal Pensions
  • Small Self-Administered Schemes
  • Stakeholder Pensions
  • Pension Sharing Orders
  • Taking Pension Benefits
  • Final Salary Review

Pension Insights

How retirement plans may change in response to Covid-19

Read more

Developing a clear wealth plan

Pareto Matters July/August 2020

COVID-19 Effects on retirement planning

Beware of Pension Fraudsters

Pareto Matters May/June 2020

Setting Financial Goals

Why Pareto

  • It is easy to be bewildered by the array of choices on offer. We are committed to taking you through your choices in a down to earth and straightforward manner.
  • We are continually investing in the latest technology in order to provide detailed and engaging cash flow plans that are client friendly and straight to the point.
  • As independent financial advisers (IFAs) we are able to offer concise, impartial advice, and offer products from right across the market. This helps to ensure our clients receive the very best advice, tailored to their financial objectives.
  • At Pareto we pride ourselves on establishing long-term relationships with our clients. This enables us to regularly monitor our clients’ financial goals, and react accordingly to their changing needs and circumstances.

Get in touch to find out how we can help you

Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such information may be used to provide you with the details of services and products in writing, by email or by telephone.