Pareto Financial Planning Limited is a Manchester based award-winning firm of Independent Financial Advisers (IFAs) founded in 2008 by John Stevenson and George Chantry, who have decades of financial planning experience between them. The company has enjoyed continuous growth and employs an expert team of over fifty.
We work with a diverse range of clients from those new to financial planning, high net worth individuals and we provide employee benefits for over 500 companies. You've worked hard to build and grow your wealth; it's only natural to put in place measures to protect it and provide peace of mind. Planning ahead to help you manage your plans and realise your full financial potential in retirement for your desired lifestyle.
We work with a diverse range of clients from those new to financial planning, high net worth individuals and we provide employee benefits for over 500 companies. You've worked hard to build and grow your wealth; it's only natural to put in place measures to protect it and provide peace of mind. Planning ahead to help you manage your plans and realise your full financial potential in retirement for your desired lifestyle.
Services
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 takes a holistic approach to financial planning. We align your financial goals and future plans with clear summaries and proactive solutions that will be effective now and far into the future. We have a wealth of experience advising individuals and their families, with specialist expertise across a range of services.
We understand that peace of mind for the future is essential. You've worked hard to build and grow your wealth; it's only natural to put in place measures to protect it. But unforeseen life events and circumstances can potentially impact your finances in a number of ways. Pareto is on hand to financially protect you and your family in the event that your regular income is impacted in some way, through injury, illness or death.
No one wants to work forever and in the current financial climate planning ahead has never been so important. While you are likely to accrue a basic state pension throughout the course of your working life, in many cases this is far less than the amount most people would be comfortable living on. By planning ahead and applying pension tax efficiency, you can avoid any possible shortcomings and realise your full financial potential in retirement.
Whether you are a veteran investor or simply wondering if an investment is right for you, we can help. Pareto will assess your needs and put together an attractive investment portfolio that offers returns in line with your long-term financial objectives and appetite for risk.
We are happy to consult on a single issue, or take the big picture view of your financial profile, and put together a comprehensive plan to help make the most of your wealth.Your adviser will support you throughout your investment journey from setting long-term financial goals and working towards targeted growth, right through to retirement and taking income.
We are happy to consult on a single issue, or take the big picture view of your financial profile, and put together a comprehensive plan to help make the most of your wealth.Your adviser will support you throughout your investment journey from setting long-term financial goals and working towards targeted growth, right through to retirement and taking income.
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