T: 08700 349 339
E: enquiries@paretofp.com

Pareto FP Services & Fees

We have 4 core client service programmes		Annual Fees
Pareto Advice - Clients requiring only initial advice Pareto Invest - Initial advice and annual review Pareto Wealth - Initial advice with a more detailed bi-annual review Pareto Premier - Initial advice and quarterly reviews, this is a bespoke service		Pareto Invest Pareto Wealth Pareto Premier	% of portfolio valuation 0.5% 0.7% 1.0%
Initial Advice Fees Invested amount	% of investment	Click here to download PDF for further details on service and Pareto proposition email: js@paretofp.com
Upto £250K £250K - £1M Over £1M	3% 2% 1.5%

Why Choose Pareto...?

- Independent Financial advice on all areas of financial services
- Advise individuals and corporates
- Fee based structure by employed advisers
- Proactive and clear advice
- Recommended by Accountants and Lawyers

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Pareto Wrap

Pareto Financial Planning Ltd is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Services Authority. Pareto Financial Planning Ltd is registered in England and Wales No. 06582775. Registered Office 8 St John Street Manchester M3 4DU.