Align your financial goals and future plans

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Our approach
Our advisers take a holistic approach to financial planning aligning both your personal and professional goals and plans to provide clear summaries and proactive solutions that will be effective now and far into the future.

We look at the big picture and take a long-term view

We have 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.

Dedicated advisers to review & revisit your goals

Our work is never complete, and should you require your dedicated adviser will continue to review and revisit your financial objectives on a regular basis to ensure your investments and policies continue to work in your best interest aligned with your financial goals and long-term vision.

We conduct a robust advice process

Our team of financial advisers supported by our specialist support staff conduct a robust advice process. This is to ensure we fully understand your personal and professional short, medium and long-term aspirations. We assess all your requirements, before delivering the most appropriate advice.

We provide clear and honest advice

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.

OUR SERVICES

How can we help you?

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 businesses, with specialist expertise across a range of services. We believe in the importance of financial advice and how we provide it.

I want to grow my wealth

Investment & savings

I want to plan for retirement

Pensions

I want to protect what I’ve built

Protection

I want to pass on my wealth

Inheritance Tax Planning

I want to maximise my allowances

Tax Planning

I want to visualise my financial future

Cash Flow Modelling

I want to protect my business

Business Protection

I want to know how to exit my business

Succession Planning

I want to attract and retain key employees

Employee Benefits

I want to help my employees plan for retirement

Employee Pension Schemes

I want to visualise my financial future

Cashflow Planning

I want to support my employees loved ones

Group Life Assurance

What our clients say

The staff are very helpful and they respond very quickly to any of my queries. They also choose the right person to help you with your finances. I have had some very helpful easy to understand advice and it has paid off for me. I am very happy with their service and would recommend them.

Via Trustpilot

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

PFP took the time to understand my requirements before providing excellent professional advice.

Via Trustpilot

A thoroughly professional and friendly team, providing a personal service that gets results.

Via Trustpilot

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

Via Trustpilot

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