Realise your long-term financial plan

For you

Pareto can help you put the strategy to your vision

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.

We have a wealth of experience advising individuals and their families, with specialist expertise across a range of services. What sets Pareto apart is that we don’t hone in on specific service area, preferring to look at the big picture and take a long-term view.

Our team of financial advisers supported by our specialist support staff conduct a robust advice process. This is to ensure we fully understand you and your families short, medium and long-term aspirations. We assess all your requirement’s, before delivering the most appropriate advice.

Our work is never complete, and should you require your dedicated adviser will continue to review and revisit your financial objectives on a regular basis to ensure your investments and policies continue to work in your best interest aligned with your financial goals and long-term vision.

The Benefits of financial advice

  • The peace of mind your finances are being proactively managed by a team of highly qualified and dedicated professionals.
  • The confidence you are working towards a considered financial plan taken with a strategic approach.
  • Knowing ‘no stone will be left unturned’ when it comes to your financial plans, all areas will be considered and reviewed.
  • Access to independent and transparent advice.
  • Security that comes with support from a FCA authorised firm.
Tax planning

Tax planning

At Pareto we take an holistic approach to financial planning, leaving no stone unturned to ensure our clients receive a comprehensive financial service. We work closely with our professional partners and tax specialist to keep our clients one step ahead.

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Pensions

Pensions

Our mission is to ensure retirement is something you look forward to. We will work closely with you to recognise your plans in retirement, and ascertain where you are, and where you need to be in order to achieve your desired lifestyle.

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Investments

Investments

Whether you are a veteran investor or simply wondering if investment is right for you, we can help. Pareto will assess your needs and put together an attractive investment portfolio that offers returns in line with your long-term financial objectives and appetite for risk.

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Protection

Protection

Pareto is on hand to financially protect you and your family in the event that your regular income is impacted in some way, through injury, illness or death. Our team of experts will work with you closely to address any potential shortcomings with robust solutions.

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Our Advice process

Explore

All of our clients are unique. Therefore, our approach to understanding your goals and objectives is tailored and bespoke to each individual. Our fact-finding process is designed to ensure that as much information as possible is captured, including existing assets, future plans and attitude to risk. By looking at the bigger picture, we are able to provide you with the most comprehensive financial solution, catered to your exact requirements.

Research

Following our initial fact-finding we explore any existing plans in more detail, before researching the market. This is achieved in line with the client’s objectives, to ascertain the most appropriate financial strategy going forward. Independence is pivotal in what we do. Our independence allows us to provide ‘whole of market’ solutions to clients, unlike many other ‘tied’ or ‘restricted’ firms in the marketplace.

Report

After we have concluded our research, we then prepare a detailed report to summarise your current financial position, including any existing plans and investments. The report will outline a series of recommendations taking into account your current financial position, financial objectives and our independent research. In the case of investments, we would establish the most appropriate spread of asset classes matched with your appetite for risk.

Recommendation

At this stage we present our clients with a detailed report, outlining our recommendations. This will include costings for initial advice, alongside fees for any ongoing service.

Implement

As your financial intermediary, we will engage with product providers on your behalf in order to implement your strategy. We have a team of professional support staff who will liaise with you regularly, to ensure your strategy is applied diligently and with minimum fuss.

Review

Financial advice is best measured over the long-term and for those situations where it is appropriate, we will seek to engage our clients to provide an ongoing service. We continually review your financial goals, providing clear summaries and proactive solutions that will stand the test of time.

Get in touch to find out how we can help you

Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such information may be used to provide you with the details of services and products in writing, by email or by telephone.