Who we are

18Advisors
£700mUnder Influence
Team of50
North WestBased

Who we are

About Us

Pareto Financial Planning Limited is an award-winning firm of independent financial advisers (IFA’s), with an established reputation for dealing in all areas of financial planning.

Pareto was founded in 2008 by John Stevenson and George Chantry, who have decades of financial planning experience between them. Since Pareto’s foundation, the company has enjoyed year on year growth and now employs a team financial experts.

From our Manchester City centre offices, our experienced and highly-qualified financial advisers work alongside a professional team of support staff. Skilled in many administrative areas, we use the latest systems to deliver the highest standards of service to our clients.

Pareto has over £700 million under influence on behalf of thousands of diverse clients, from high net worth individuals to global PLCs. We successfully manage employee benefit solutions such as workplace pension schemes for over 500 companies, and provide investment & savings advice to a wide range of private clients.

Our success comes from focusing on long-term relationships, ensuring we understand our clients financial goals, and provide clear summaries and pro-active solutions that will be effective now and far into the future.

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 matters 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.

Get in touch to find out how we can help you

Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such information may be used to provide you with the details of services and products in writing, by email or by telephone.