Pareto Financial Planning Ltd Reviews 45

Colin was really helpful, knowledgeable, personable, and professional. Very happy with the service from Pareto.

Colin was very knowledgeable, helpful and extremely patient discussing all the options.

The advisor from Pareto, Colin Tomlinson was so good with his recent advise re my pension.
Also, over the last ten years, I've experienced nothing but professional guidance re financial planning etc.
Highly recommend Pareto

Pareto was recommended to me to help with pension decisions and I couldn't have been happier. It was reassuring to meet with such a brilliant financial advisor who came out to see me with sound options on my choices, which gave me confidence in my final decision. He was professional, friendly and dealt promptly with my pension decision. I would be happy to recommend Pareto to anyone wanting financial advice and will definitely use them in the future should I need them.

I have dealt with Pareto over the last couple of years and have always found them to be extremely helpful and knowledgeable. The person I deal with is Stuart Craig, who has always been professional, efficient and has given advice that’s clear, concise and understandable.

I've been fortunate enough to have been advised exclusively over the past few years by Stuart Carswell. Stuart's advice has always been a model of clarity and his ability to explain less than straightforward financial concepts is exceptional. Stuart provides tailored, bespoke advice and my only regret is that I didn't appointed him years earlier than I did.

I have been advised by Stuart Carswell for over 10 years, during which time I have enjoyed consistent, valuable advice reflecting a thorough understanding of my financial needs. Throughout this time, I have had no hesitation in bringing his valuable insights to my family and close colleagues, and I value him as both an advisor and close friend.

Always open and honest advice from Stuart Carswell

I have dealt with Pareto Financial Planning Limited on numerous occasions, over many years, often in relation to investment of funds on behalf of clients, as well as receiving advice on my own pensions. The person I normally deal with is Director, Stuart Carswell.
I am a Solicitor, recently retired from practice. I have always found Pareto and Stuart to be extremely helpful and knowledgeable, dealing with you and your clients as people rather than just names or numbers, always willing to go that extra mile, and to put clients at their ease. I have always much appreciated their helpful, tailored and friendly approach.

Pareto team are very friendly, knowledgeable and tailor their advice to suite the financial awareness of each client. As such, some complex financial issues are better understood and this promotes a transparency that engender positive and lasting relationships

Always approachable with clear, friendly advice and instructions, responding to changing personal circumstances.

I appreciate the continued long term relationship built up over many years which is both friendly and professional. The advice received has delivered excellent portfolio results which I will continue to rely on and trust with my future.

Pareto have given us sound and helpful advice in a very clear and concise way. They have managed to clear the fog around Pensions and their Annual Governance Meetings keep us on track and up to date.
I have been very impressed with their staff who are always friendly, supportive and work with a sense of humour.

We have partnered with Pareto's Employee Benefits team for about 4 years now - the team are very responsive, well-organized and competent. We have a very good working relationship with the whole team - their expertise is critical to our business.

The customer service and one to one is exceptional

Alan Makinson has supported in a full review of our salary exchange pension scheme, providing tailored advice and solutions and is clearly very knowledgeable. Alan and his team have also supported us with a full review of our group life and income protection policies, improving these for our employees and the terms of each of the policies, as well as conducting a market rate review. The approach to communication is clear and it has helped make complicated processes much more simple. Would recommend.

The staff are very helpful and they respond very quickly to any of my queries. They also choose the right person to help you with your finances. I have had some very helpful easy to understand advice and it has paid off for me. I am very happy with their service and would recommend them.

Professional, efficient and incredibly customer focused. It actually feels like they care for the client.

We've dealt with Pareto in relation to our group pension scheme for a number of years. We have always found them to be very knowledgeable and up to date with current guidelines and legislation. Pareto keep in touch with us on a regular basis and are very helpful in giving updates to our staff members as to how their individual pensions are performing.

Not had any issues with my financial adviser at all, only need to see him once a year.
No need for anymore contact and I get an update every 3 months as well.
Very happy with the situation.