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... See more
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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 ze... See more
Company replied
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... See more
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 de... See more
Company details
Written by the company
Pareto Financial Planning is an award-winning financial planning firm named in the prestigious 2024 FTAdviser Top 100 Advisers in the UK. We partner with our clients offering expert financial advice to help them plan for their best financial future. Pareto has over £1billion under influence on behalf of our diverse range of clients. From those new to financial planning to experienced high net worth investors. We also work with business leaders to put protection in place for both them and their business, implement employee benefits to attract and retain the best employees, and assist with the creation of a robust exit strategy. We aim to create a happy, healthy workplace where our team can be themselves and perform at their best. That way we can deliver an exceptional service to our clients. We were therefore delighted to be named Best Financial Adviser To Work For 2024 by Best Companies Group and Professional Adviser.
Contact info
The Old Schoolhouse, 5-7 Byrom Street, M3 4PF, Manchester, United Kingdom
- hello@paretofp.co.uk
- paretofp.co.uk
4.6
Excellent
45 reviews
Replied to 100% of negative reviews
Typically replies within 24 hours
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Pareto continue to deliver excellent service.
We have always been very pleased with the service we have received from Pareto & particularly since Dafydd Parry has been our Advisor. His advice & service has been excellent.
November 18, 2021
Unprompted review
Professional Advice
PFP took the time to understand my requirements before providing excellent professional advice.
November 18, 2021
Unprompted review
Pareto are always responsive
Pareto are always responsive, efficient and timely. Plus they're nice people to deal with.
November 18, 2021
Unprompted review
Astute sound advice
Astute sound advice, explanation when the language is confusing and excellent customer care. All comes at a price at Pareto but is so worth it. Thank you Alex you are the top.
November 18, 2021
Unprompted review
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