Setting Financial GoalsRead more
Achieving the optimum return from your investment.
Investments & Savings
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. We are happy to consult on a single issue, or take the big picture view of your financial profile, and put together a comprehensive plan to help make the most of your wealth.
- Your adviser will support you throughout your investment journey from setting long-term financial goals and working towards targeted growth, right through to retirement and taking income.
- Regular reviews ensure accountability and gives you the peace of mind that your investments remain on track, and continue to be aligned with your financial objectives.
- Outsourcing all of our investments to investment managers and knowing where are specialisms lie ensures we remain fully focussed on our clients financial objectives, playing a crucial role in sitting in between you as the client and our chosen discretionary fund manager.
Please note: The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you orgionally invested.
Our advice areas include:
- Unit Trusts
- Open Ended Investment Companies
- Investment Bonds
- Corporate Investments
- Structured Products
- Exchange Traded Funds
- Offshore Investment
- Access to Discretionary Fund Management
- Wrap Platforms
- Asset Allocation
- Cash Management