About Pareto Financial Planning Ltd

Pareto, your long term partners in all matters financial. We work hard for our reputation and we are proud of it.
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 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 continuous growth and now employs an expert team of over fifty.From our Manchester city centre offices, our experienced and highly qualified financial advisers work alongside our technical and administrative teams. We use the latest systems to help ensure that we can always deliver the highest standards of service to our clients.Pareto has over £800 million under influence on behalf of our clients. We work with a diverse range, from those new to financial planning all the way to experienced high net worth investors. We also support corporate clients through our dedicated employee benefits team.Our success comes from focusing on long-term relationships, ensuring we understand our client’s financial goals.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection

  • Find the best price for your project, click on a trade to get started