I want to grow my wealth

Investments & Savings


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.

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Our advice process

What our clients say

I have dealt with Pareto over the last couple of years and have always found them to be extremely helpful and knowledgeable. The person I deal with is Stuart Craig, who has always been professional, efficient and has given advice that’s clear, concise and understandable.

JennyVia Trustpilot

Trust for me is a key word. I define trust as the firm belief in the reliability, truth, or ability of someone who I can rely on to advise, challenge, and look after my interests. I believe that Paul offers me options and scenarios that stimulate thought and allow me to challenge my own goals and targets - I trust him implicitly.

John B

I am writing to thank you and Pareto for your prompt, efficient and friendly service in respect of my pensions and investment advice over the last 10 years which has been invaluable. Indeed, I would not have known where to start after I retired without your knowledge and guidance in the minefield of financial products available, some of which are not as secure or profitable as they first appeared to my untrained eye!I am certain you have secured not only my future income, but that of my family’s also by your placement of my funds. Thank you very much for your friendship and advice. I look forward to our next meeting.

Michael O'Neil

I have used Pareto for both my personal and work investments and pensions for a number of years now. Dealing with Stuart has been great, his knowledge and experience have been invaluable in all areas of this often tricky to understand area. Would highly recommend Pareto and Stuart to anyone looking to cut through the jargon and get really solid, professional advice.

John PrattJP & Brimelow

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 always found the advice and assistance from PFS to be well thought out and constructive. Also the all important financial results have been strong.

Via 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

I have been advised by Stuart Carswell for over 10 years, during which time I have enjoyed consistent, valuable advice reflecting a thorough understanding of my financial needs. Throughout this time, I have had no hesitation in bringing his valuable insights to my family and close colleagues, and I value him as both an advisor and close friend.

Carl StottVia Trustpilot
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