Investments & Savings
Overview
There is no one size fits all approach to investments.
Whether you are a veteran investor or simply wondering if an 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 give 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 our 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.
Advice areas
Our advisers
Your adviser will work with you to understand your current situation and appetite for risk. All of the advice given will be tailored to you, your circumstances and your objectives.
You will be supported throughout your financial planning journey from setting long-term financial goals and working towards targeted growth, right through to retirement and taking income.
Our advice process
1. Establish
At the outset we will define the relationship we will have with you on your client journey. This will clearly explain our services and costs, and our respective responsibilities.
2. Identify
During our initial meeting, we will collect relevant information about you, so that we can clarify your personal and financial goals. We will also identify your attitude towards investment risk and determine which Pareto service is best suited to your needs.
3. Analyse
Our team of experts will conduct an in depth review of your current circumstances, including any existing plans.
4. Develop
We will provide a report to outline your financial plan, and make specific recommendations to address your personal and financial goals.
5. Implement
We will meet to present our report and discuss your financial plan. With your agreement the recommendations will then be implemented.
6. Monitor
If you put us in charge of reviewing your financial plan, we will report to you at least annually. This review will cover any recommendations required to develop your financial plan further.
