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We are pleased to confirm that we have met the criteria and are fully committed to the Personal Finance Society’sFinancial Vulnerability Taskforce (FVT) charter.

What does this mean?

It means that Pareto and its team of award-winning advisers are wholly committed to providing a high level of explicit responsible service, no matter what your circumstances are.

By signing the FVT charter you can be assured that we and our advisers are bound by its nine principles, namely:

  1. Make advice as transparent and as easy to understand as possible
  2. Place you, the client and your interests above all else
  3. Understand how your circumstances might make you vulnerable
  4. Not to make judgements and assumptions about you
  5. Not label or pigeon hole you
  6. Deal with you sensitively and with care in a timely manner
  7. Adapt and review our processes, while maintain your confidentiality
  8. Ensure our staff are knowledgeable and always appropriately trained
  9. Take appropriate action if you are in difficulty

By maintaining and evolving the highest professional standards we ensure that our customers receive the best service possible and are recognised as a “Safe pair of hands”.

Lucas Jones, Technical Services Manager, Pareto Financial Planning, said: “Life changes, especially in times of economic upheaval and uncertainty can leave people vulnerable. At Pareto we have always put our clients’ individual circumstances front and centre of everything we do and our commitment to the FVT charter underscores this unwavering focus,”

To find out more about the Personal Finance Society (PFS) and the Financial Vulnerability Taskforce (FVT) and The Financial Conduct Authority (FCA), please visit the following links:

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.

The content in this article is for your general information and use only and is not intended to address your particular requirements. Articles should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice.

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).