For You
Pareto takes an 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.
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Pareto, your long term partners in all matters financial
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.
Pareto was founded in 2008 by John Stevenson and George Chantry, who have decades of financial planning experience between them. Since Pareto’s foundation, the company has enjoyed year on year growth and now employs a team financial experts.
From our Manchester City centre offices, our experienced and highly-qualified financial advisers work alongside a professional team of support staff. Skilled in many administrative areas, we use the latest systems to deliver the highest standards of service to our clients.
Pareto has over £700 million under influence on behalf of thousands of diverse clients, from high net worth individuals to global PLCs. We successfully manage employee benefit solutions such as workplace pension schemes for over 500 companies, and provide investment & savings advice to a wide range of private clients.
Our success comes 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.
18Advisors
£700mUnder Influence
Team of50
North WestBased
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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.
Read moreStrategic 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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Insights
PARETO BOOSTS BOLTON LADS AND GIRLS CLUB
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