Realise your long-term financial plan with a personal financial adviser

“Always open and honest advice from Stuart Carswell”

Mike NolanVia Trustpilot

“I have dealt with Pareto Financial Planning Limited on numerous occasions, over many years, often in relation to investment of funds on behalf of clients, as well as receiving advice on my own pensions. The person I normally deal with is Director, Stuart Carswell.

I am a Solicitor, recently retired from practice. I have always found Pareto and Stuart to be extremely helpful and knowledgeable, dealing with you and your clients as people rather than just names or numbers, always willing to go that extra mile, and to put clients at their ease. I have always much appreciated their helpful, tailored and friendly approach”

Gerard WilsonVia Trustpilot

“Pareto team are very friendly, knowledgeable and tailor their advice to suite the financial awareness of each client. As such, some complex financial issues are better understood and this promotes a transparency that engender positive and lasting relationships”

C WestVia Trustpilot

“The customer service and one to one is exceptional”

Patrick Lavin

“Always approachable with clear, friendly advice and instructions, responding to changing personal circumstances. I appreciate the continued long term relationship built up over many years which is both friendly and professional. The advice received has delivered excellent portfolio results which I will continue to rely on and trust with my future.”

Colin MVia Trustpilot

“I have known Stuart for many many years and he has represented me throughout this time outstandingly. He is an incredible financial advisor and has gone above and beyond in his work for me. He is always available, discreet and so personable that I would have no hesitation in recommending him to absolutely anyone. In fact, I have done so on several occasions. I class Stuart as a great friend, a superb advisor and a man of impeccable principal and class.”

David Unsworth

“Stuart has looked after our affairs for a number of years. He has always provided sound information and advice and we totally trust his judgement and recommendations. We feel very at home dealing with Stuart and nothing is too much trouble.”

Pauline H

“James Hogg is a credit to Pareto. Always professional, well presented, organised and knowledgeable. He is a great listener, explains your options very carefully, checks your understanding and puts you at ease with decisions you then go on to make. He responds to requests speedily and makes himself available at short notice. I highly recommend James, particularly for clients who find the world of pensions and investment a mine field!”

Louise F

“Marcus has been a great support at times when I’ve needed to discuss and determine the best approach given my unusual circumstances. He helped me realise there is significant client support and a wealth of knowledge to Determine the right financial decision.”

Damian Killen

“The best compliment I can give to Stuart is that I trust him implicitly to advise me on how best to manage my finances to secure the best possible future for me and my family. I love my family more than words can describe and the trust I place in Stuart is thus no small thing. Great guy.”

Chris SuttonJMW