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On behalf of the whole team at Pareto, I would like to take this opportunity to wish all of our friends, clients and partners a very Merry Christmas and a Happy New year.

This year has created challenges for many of us, not least around market volatility, the cost of living crisis and some rather unhelpful political upheaval! At Pareto, we have worked really hard to help our clients navigate their way through all of the uncertainty and help them to make informed decisions and we will continue to do that whatever 2023 throws at us.

Our growth as a business has continued and we have been delighted by the number of new clients referred to us this year. We can only achieve our continued success by having the most fantastic team of people here at Pareto who have all worked really hard in 2022 to ensure we continue to offer excellent service to new and existing clients. I would like to pay tribute to them for all of their hard work.

We feel very positive about 2023 and remain confident about the delivery of services to our clients and partners. Next year will no doubt throw up further challenges but we are well positioned to be able to cope with them. We just need to enjoy our first Covid free Christmas for three years first. I hope we all have a good time and grab some respite before embracing a New Year in January.

Paul Stones, Managing Director

Personal circumstances differ and not all of this information is applicable to every client and/or their business, this information is general in nature and should not be relied upon without seeking specific professional financial advice.

The Financial Conduct Authority (FCA) does not regulate tax advice, estate planning, trusts or will writing.

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Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles.

Thresholds, percentage rates and tax legislation may change in subsequent finance acts. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested. Past performance is not a reliable indicator of future results.

Pareto Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA).