Building a foundation for a lasting relationship
We look at the big picture and take a long-term view
Pareto Financial Planning has a wealth of experience advising individuals and their families, with specialist expertise across a range of services. What sets Pareto apart is that we don’t hone in on specific service areas, preferring to look at the big picture and take a long-term view.
Financial planning isn’t just about complex regulations and legal requirements; it’s about making sure you are on track to achieve your financial and lifestyle goals and objectives. Our advisers will provide you with clear, jargon-free information and advice to empower you to make decisions to reach your goals.
At the heart of our business is a clear and succinct purpose – to provide a positive client outcome in everything we do. We believe in the importance of financial planning and how we provide it.
We believe that the value of professional advice is about more than just investment returns; it’s about knowing and understanding your goals. Our advisers have a wealth of experience advising individuals and their families, with specialist expertise across a range of services. We believe in the importance of financial advice and how we provide it.
What Our Clients Say
“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
“Pareto have given us sound and helpful advice in a very clear and concise way. They have managed to clear the fog around Pensions and their Annual Governance Meetings keep us on track and up to date.Maria CrayVia Trustpilot
I have been very impressed with their staff who are always friendly, supportive and work with a sense of humour.”
“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 FlemingVia 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 WilsonVis Trustpilot
“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
“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
“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