We provide straightforward, clear and honest advice

Who we are

About Pareto Financial Planning

We believe in the importance of financial planning and how we provide it

Pareto was founded in 2008 and has enjoyed continuous growth and now employs an expert team of over sixty.

From our Manchester City centre offices, our experienced and highly qualified financial advisers work alongside our technical and administrative teams. We use the latest systems to help ensure that we can always deliver the highest standards of service to our clients.
 
Pareto has over £935 million under influence on behalf of our clients. We work with a diverse range of clients from those new to financial planning all the way to experienced high net worth investors. We support corporate clients through our dedicated employee benefits team.

At Pareto we take our company values seriously and have taken a lot of time to ensure they run through our entire company to support the vision, shape the culture and reflect what our company stands for. They are what make our company one of a kind beyond the services we offer; we believe in what we do and say and stand by this. 

0Advisers
£0bnUnder Influence
Team of0
North WestBased

Our Values

Passion

We believe in the importance of financial planning and how we provide it. We believe in what we do and say and stand by this. We go the extra mile for our clients. We believe in positivity. We are enthusiastic and take pride. We are committed to success and delivery.We are focussed.

Loyalty

We aim for long-term relationships. We invest in staff and our people. We maintain relationships. We "are there" for our staff and our clients. We are supportive. We are there in good times and bad. People matter to us.

Reliability

We keep our promises and deliver actions. We are consistent. We see things through. We deliver. We are dependable.

Trust

We want people to have faith in us. We work hard for our reputation and we are proud of it. We value mutual trust. We maintain confidentiality. We are professional, honest and committed.

Transparency

We will be open. We will be clear. We will ensure our communications are easy to understand. We will provide straightforward, clear and honest advice.

Meet the Team

Meet the Team

Our financial advisers, supported by specialist support staff, conduct a robust advice process. Meet our team here.

Learn More
Our Community

Our Community

We are a proud Manchester business fully committed to supporting and championing the amazing charities in our great city.

Learn More
Careers

Careers

As we continue to grow, we are always seeking talented individuals to join our team. Please take a look at our current vacancies.

Learn More