Pareto Financial Planning Ltd

Independent Financial Adviser  8 St John Street, Manchester, Greater manchester, M1 3HB
First meeting at adviser's own cost
Pareto was founded in 2008 by John Stevenson and George Chantry, both with decades of financial planning experience between them.
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 review
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Pensions transfer
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Buying first home
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Flexible mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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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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Capital gains tax
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Estate planning
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Income tax
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Philip May
Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

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.

Our services

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

Where to find us

8 St John Street, Manchester, M3 4DU

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020

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