OUR PARTNER IN ALL MATTERS FINANCIAL

Pareto provide straightforward, clear and honest advice


About our Partnership with Pareto

Pareto Financial Planning Limited is a Manchester based award-winning firm of Independent Financial Advisers (IFAs) ranked in the Top 50 UK Advisers by the Financial Times.

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

Pareto's experienced and highly qualified financial advisers work alongside technical and administrative teams, using the latest systems to help ensure they can always deliver the highest standards of service to our clients.

Their areas of expertise include:

  • Protection
  • Pensions
  • Investment and savings
  • Estate and Inheritance Tax (IHT) planning
  • Employee benefits

Pareto has a diverse range of clients. From those new to financial planning to experienced high net worth investors. They also work with business leaders to put protection in place for both them and their business, implement employee benefits to attract and retain the best employees, and assist with the creation of a robust exit strategy.

 

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Pareto Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.