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  11. Pareto Financial Planning Ltd

Pareto Financial Planning Ltd

Independent Financial Adviser  Level 7, Tower 12, The Avenue North, Manchester, M3 3BZ
First meeting at adviser's own cost
Pareto, your long term partners in all matters financial.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
MR Stuart Carswell
Associate Director
MR George Chantry
Director
MR John Stevenson
Director
MR Stuart Craig
IFA
MR Paul Stones
Associate Director
About us

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

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 services

Pareto specialise in working with owner managed business, offering a complete holistic service. Supporting your personal, corporate and business planning needs.

Where to find us
Head office address: Level 7, Tower 12, The Avenue North, 18-22 Bridge Street, Spinningfields, Manchester, M3 3BZ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 22nd February 2021

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