For You
Pareto takes a holistic approach to financial planning. We align your financial goals and future plans with clear summaries and proactive solutions that will be effective now and far into the future.
Your long-term partners in all matters financial
We work hard for our reputation and we are proud of it.
Pareto Financial Planning Limited is an award-winning firm of Independent Financial Advisers (IFAs), with an established reputation for dealing in all areas of financial planning.
Founded in 2008 by John Stevenson and George Chantry, who have decades of financial planning experience between them. The company has enjoyed year on year growth and now employs a team of financial experts giving out clients access to independent and transparent advice.
Pareto has over £750 million under influence on behalf of thousands of diverse clients and we successfully manage employee benefits solutions for over 500 companies.
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.
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.
Our success comes from focusing on long-term relationships. We work tirelessly to ensure a positive client outcome at every stage. Regular reviews ensure accountability and give peace of mind that our clients’ investments continue to be aligned with their financial objectives.
Pareto takes regulations and guidance of the Financial Conduct Authority (FCA) seriously and uses it to enhance service and advice to clients. We have a robust compliance department and in 2018 appointed Rory Percival (ex FCA) as a non-executive director.
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For Your Business
Pareto has a vast amount of experience advising owner managed businesses across the UK, on all financial planning matters throughout the life cycle of a business.
Strategic Partners
We are proud to have developed long-term relationships with industry leading professional practices across the North West. As their trusted IFA partner, we tailor our solutions to meet their unique requirements and changing client needs.
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