Meet the Team
Our financial advisers, supported by specialist support staff, conduct a robust advice process. Meet our team here.Learn More
We provide straightforward, clear and honest advice
Pareto was founded in 2008 and has enjoyed continuous growth and now employs an expert team of over sixty.
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 £1billion under influence on behalf of our clients. We work with a diverse range of clients from those new to financial planning all the way to experienced high net worth investors. We support corporate clients through our dedicated employee benefits team.
At Pareto we take our company values seriously and have taken a lot of time to ensure they run through our entire company to support the vision, shape the culture and reflect what our company stands for. They are what make our company one of a kind beyond the services we offer; we believe in what we do and say and stand by this.
We believe in the importance of financial planning and how we provide it. We believe in what we do and say and stand by this. We go the extra mile for our clients. We believe in positivity. We are enthusiastic and take pride. We are committed to success and delivery.We are focussed.
We aim for long-term relationships. We invest in staff and our people. We maintain relationships. We "are there" for our staff and our clients. We are supportive. We are there in good times and bad. People matter to us.
We keep our promises and deliver actions. We are consistent. We see things through. We deliver. We are dependable.
We want people to have faith in us. We work hard for our reputation and we are proud of it. We value mutual trust. We maintain confidentiality. We are professional, honest and committed.
We will be open. We will be clear. We will ensure our communications are easy to understand. We will provide straightforward, clear and honest advice.