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.

In October 2019, Pareto moved to a new office space in Spinningfields in the heart of Manchester to facilitate our continued growth and an expanding team.

Pareto has over £750 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.

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

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 remain on track and continue to be aligned with their financial objectives.

Find out moreMeet the team