Since our foundation back in 2008 we have established strong relationships with owner-managed businesses across the UK. A big part of our success has been our commitment to look at the bigger picture, avoiding homing in on a single issue. We work with business leaders on putting protection in place for both them and their business, implement employee benefits to attract and retain the best employees and assist with the creation of a robust exit strategy in collaboration with your chosen accountant.
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.
The benefits of financial advice
We are proud to support businesses that value their employees and the important role they play in their ongoing success. Working alongside your organisation we are able to assist with the development of employee benefit schemes that work for everybody.
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 understand your current financial position, addressing any potential shortcomings with robust solutions.
As a major provider of advice on workplace pension strategy and implementation, Pareto Financial Planning is able to deal with the whole market when considering pension providers and reviewing any existing plans.
Tax saving opportunities
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