Who we are

We provide straightforward, clear and honest advice

We believe in the importance of financial planning and how we provide it

About Us

Pareto was founded in 2008 by John Stevenson and George Chantry. Since Pareto’s foundation, the company has enjoyed year on year growth and now employs a team of financial experts.

Our financial advisers, supported by specialist support staff, conduct a robust advice process. This ensures we fully understand a client’s medium and long-term aspirations. We assess all requirements, before delivering the most appropriate advice.
 
It is important for our advisers to fully understand a client’s needs and objectives and use their knowledge and expertise to construct personalised financial plans that aim to achieve the goals of each client. We work tirelessly to ensure a positive client outcome at every stage.

Our success comes from focusing on long-term relationships, ensuring we understand our clients’ financial goals, and provide clear summaries and proactive solutions that will be effective now and far into the future.

At Pareto we take our company values seriously and have taken a lot of time to ensure they run through our entire company to support the vision, shape the culture and reflect what our company stands for. They are what make our company one of a kind beyond the services we offer; we believe in what we do and say and stand by this. 

18Advisors
£750mUnder Influence
Team of50
North WestBased

Our Values

Passion

We believe in the importance of financial planning and how we provide it. We believe in what we do and say and stand by this. We go the extra mile for our clients. We believe in positivity. We are enthusiastic and take pride. We are committed to success and delivery.We are focussed.

Loyalty

We aim for long-term relationships. We invest in staff and our people. We maintain relationships. We "are there" for our staff and our clients. We are supportive. We are there in good times and bad. People matters to us.

Reliability

We keep our promises and deliver actions. We are consistent. We see things through. We deliver. We are dependable.

Trust

We want people to have faith in us. We work hard for our reputation and we are proud of it. We value mutual trust. We maintain confidentiality. We are professional, honest and committed.

Transparency

We will be open. We will be clear. We will ensure our communications are easy to understand. We will provide straightforward, clear and honest advice.

Get in touch to find out how we can help

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.