I want to protect my family

Personal Asset Protection

Overview

We understand that peace of mind for the future is essential.

You’ve worked hard to build and grow your wealth; it’s only natural to put in place measures to protect it. Unforeseen life events and circumstances can potentially impact your finances in a number of ways.

Pareto can help you make sure you have the right level of financial protection in place for you and your family in the event that your regular income is impacted in some way i.e. 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 for whatever the future brings.

  • Your dedicated Pareto adviser will get to know your financial and family circumstances.
  • They will help you identify any potential shortcomings and explain solutions in a straightforward manner.
  • The benefits of having support from an adviser mean your plans can be regularly reviewed for appropriateness and value, in line with any circumstance or lifestyle changes you may encounter.
  • You can have confidence that as independent advisers we will scour the market for the most appropriate plans for you and your family. This means the most suitable plans and features to meet the unique needs of your family will be chosen.
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.

View our team
Our advice process

What our clients say

Pareto are always responsive, efficient and timely. Plus they're nice people to deal with.

Via Trustpilot

Pareto continue to deliver excellent service - We have always been very pleased with the service we have received from Pareto & particularly since Dafydd Parry has been our Advisor. His advice & service has been excellent.

Mr Fleming

Astute sound advice, explanation when the language is confusing and excellent customer care. All comes at a price at Pareto but is so worth it. Thank you Alex you are the top.

Caroline Ryder

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