How we can help
Pareto takes a holistic approach to financial planning. We specialise in offering a complete service, from securing business protection to managing company pension schemes. We take the burden away from you, allowing you to get on with running your business.
We look at the big picture and take a long-term view
We have a wealth of experience as business financial advisors, with specialist expertise across a range of services. What sets Pareto apart is that we don’t hone in on specific service areas, preferring to look at the big picture and take a long-term view.
Dedicated advisers to review & revisit your goals
What sets Pareto apart is our commitment to continually review plans and schemes to ensure our clients are receiving the most appropriate service or cover. Our investment in our dedicated employee benefits team ensures we can continue to be proactive and support our clients.
We conduct a robust advice process
We will work collaboratively alongside your professional advisers, including your accountant and bank, to ensure all parties are working in your best interest and helping your business grow. We assess all your requirements, before delivering the most appropriate advice.
We provide clear and honest advice
Your adviser will help bridge the gap between your personal and business objectives by providing straightforward, clear and honest advice. We ensure plans reflect your changing needs and priorities as well as changes in legislation or the economy.
Our services
How can we help you?
The operational demands of running a business can be all-consuming, but it’s vital that business leaders take the time needed to assess their organisations business risk and succession planning. It is after all usually their biggest asset.
Why have financial advice
How much is protecting your biggest asset worth?
Our advisers work with business leaders and look at the bigger picture. The real value comes from us knowing and understanding your goals and dreams, so we can provide advice that matters for the things you care about.
The benefits of financial advice:
- Your adviser will help bridge the gap between your personal and business objectives.
- We work collaboratively alongside your professional advisers, including your accountant and bank, to ensure all parties are working collaboratively and helping your business grow.
- We specialise in offering a complete service, from securing business protection to managing company pension schemes. We take the burden away from you, allowing you to get on with running your business.
- Your dedicated adviser will work alongside you and help plan your exit strategy, including understanding ‘how much is enough’ when selling your business.
Our advice process
1. Establish
At the outset we will define the relationship we will have with you on your client journey. This will clearly explain our services and costs, and our respective responsibilities.
2. Identify
During our initial meeting, we will collect relevant information about you, so that we can clarify your personal and financial goals. We will also identify your attitude towards investment risk and determine which Pareto service is best suited to your needs.
3. Analyse
Our team of experts will conduct an in depth review of your current circumstances, including any existing plans.
4. Develop
We will provide a report to outline your financial plan, and make specific recommendations to address your personal and financial goals.
5. Implement
We will meet to present our report and discuss your financial plan. With your agreement the recommendations will then be implemented.
6. Monitor
If you put us in charge of reviewing your financial plan, we will report to you at least annually. This review will cover any recommendations required to develop your financial plan further.
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All Matters Financial Podcast
Our All Matters Financial podcast is a series of podcasts where we untangle the complexities of financial planning. We believe that financial literacy is the key to unlocking your financial potential, and our aim is to empower you with the knowledge you need to make informed choices.
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