Pareto Financial Planning Ltd Reviews 45

I recently can into some of money which needed investing wisely long term. A very good friend of mine recommended Pareto.

Dealing with James Mayo at Pareto has been a pleasure. The advice has been informative and balanced with no pressure at all.

They have been an absolute pleasure to work with.

A very thorough professional service leading to a satisfactory end result. Good contact throughout the process and updates at every step.

Just a very honest, straight-forward, no nonsense approach to helping us with our financial planning. Very helpful, very good!

I would like to give a special thanks to Lettie Cartwright. Lettie has been my financial advisor for a number of years and I have to say I cannot thank her enough for keeping me on the right track. Nothing is too much trouble for her when I get in touch for support. Thanks again Lettie

I’ve had a fantastic experience with Pareto Financial Planning. Their friendly approach immediately put me at ease, and I really value the way they explain complex financial jargon in a way that makes sense to someone like me. They take the time to listen, absorb feedback, and then present different financial options while highlighting the best course of action tailored to my needs.

I worked with Lettie C, who has been incredibly attentive, patient, and thorough. Her expert advice has given me confidence in my financial decisions, and I truly appreciate the care she’s shown throughout the process. Pareto has made what could have been a daunting experience feel straightforward and reassuring.

Highly recommended for anyone looking for clear, professional, and supportive financial guidance.

I sadly lost my husband quite suddenly a few years ago who was himself a financial adviser so took care of all our finances.
Pareto was recommended to me by a close friend and it was the best decision.
Chris became my financial adviser and has been a breath of fresh air.
He has given me a clear understanding of all aspects of my finances. with professional, concise spreadsheets and updates presented in such a great manner where I never feel baffled or uncomfortable to ask any questions especially with everything being new to me.
I would not hesitate in recommending Pareto (Chris) to any of my friends and family .
I can now sleep at night with the knowledge that my finances are working for me and my family as it should and as my husband would have wanted.

I First had dealings with Pareto Financial Planning in May 2025, were I had several personal pension schemes and a works pension scheme which I still contributed to, I had idea what wanted from my pension schemes but no experience on how to achieve that goal
After discussing my requirements with a Pareto advisor I decide to take to take their advice and let Pareto move forward with the planned advice.
Four Months later Pareto have done a sterling job, they kept me up to date with each stage of the process, my Pensions have been consolidated which for me Pension is by far easier to manage and a financial plan for my retirement.
I would strongly recommend Pareto Financial Planning for Pension and Financial advice.

I first encountered Pareto in a professional capacity as they provided advice at a crucial time for the company I was the FC for. Following on from a very successful period for the company I engaged them for my own private financial matters. The advice received over a number of years has always been open, honest and provided in such a way that you can make a fully informed and balanced decision that you can feel comfortable with. Our advisor, James Hogg, is personable, but, always professional and able to provide a full picture to the various options that are open to you. The final decisions will always be down to the individual themselves, but Pareto, primarily through our main contact of James, are always aware that their advice and the outcomes of that, is what their reputation is built on. I for one am very happy with my longstanding relationship with them.

Very comprehensive information was provided, my questions were answered thoroughly and I left feeling very positive.

My wife and myself have regular reviews and communications with Chris Isaac.
He presents our financial positions very clearly and provides options to secure our position looking ahead.
Whenever we have needed further assistance or advice he has always responded quickly and efficiently.
We are extremely happy with the support provided.

Terrible place to do business, rude staff and have no values. I would never do business with these people again and I would advise no one else does either.

Andrew always takes a genuine interest in my wellbeing and family life before doing his review. Reviews are informative and helpful, he explains what has influenced the market since the last review and how things are looking at the present time, and what may happen going forward. I feel my needs and aspirations are listened to and understood, this instills me with confidence that I am being well looked after.
Thank you to Andrew and all the team at Pareto for their professionalism and care.

I met with Courage Ruwanza on the 1st August for an annual review of my pension policy.
Courage was professional, informative and provided excellent advice answering all my queries.
I would not hesitate to recommend Courage to anyone looking for pension planning advice.

Pareto are friendly and approachable, always happy to answer questions. They have given us confidence to manage our finances in retirement.

Courage listened to my dilemma and helped to make my options clearer with his professional knowledge.

Pareto helped our business with the Pensions Salary Exchange. Tom Masey and Colin Tomlinson did a fantastic job. They set up everything perfectly, and the whole transition was super smooth with zero issues. Both Tom and Colin were really approachable and answered all our questions, no matter how small. Their support made everything so easy and stress-free.

Great company with solid financial advice / services. They know their business well and is a company I can trust.

The service delivered by Pareto has been first class - specifically from Joseph Warne, who supported our company through a large-scale pension consultation. The knowledge, diligence and experience provided by Joe made the process smooth and easy. Our experiences were so positive that we were more than happy to engage Pareto for our ongoing pension advisory needs. Highly recommend Pareto to anyone considering financial or advisory support across their offering.

Friendly, informative advice. Investments doing well.

Colin Tomlinson has recently become my financial advisor & has been so thorough in looking into every aspect of my financial portfolio. He has made the appropriate changes to enable better growth moving forward. I am so very pleased with his approach, his knowledge & his expertise. He is friendly & helpful too and I would recommend Pareto & indeed Colin.