“Trust for me is a key word. I define trust as the firm belief in the reliability, truth, or ability of someone who I can rely on to advise, challenge, and look after my interests, without having and drivers that relate to personal or company gain; seeking only what is right for me. This is a stringent criterion that I establish when engaging with the selection of financial/pension advisors. In Paul I trust. He listens, gains an understanding of my own desires, ambitions and lifestyles, and provides me with options. These options are not just product related. Far from it. I believe that Paul offers me options and scenarios that stimulate thought and allow me to challenge my own goals and targets. It is difficult for me to capture what Paul brought has, and continues to bring my life, as I approach retirement age. He has advised me with lifestyle options over many years, on so many fronts. He has, and I know that he will continue to, support me. He offers many, yet focused, alternatives and options. As my circumstances have changed during the years, and something that is only possible in an environment of mutual respect and trust, he tells me I'm ‘nuts' if thinks I'm going down the wrong route! Ultimately, I guess, its return on investment. and the portfolio he manages for me has continued to outperform the market. Bottom line. I would recommend Paul to anyone. I trust him implicitly.”

John B

“Paul has been advising us for several years and we have found his advice and care over this period to be invaluable. He delivers information in a clear and concise manner and we have total trust in his guidance. A very professional service which we highly recommended.”

Longstanding Pareto Clients