Pareto Financial Planning

Pareto Financial Planning was established in 2008 by joint partners, John Stevenson and George Chantry, combining decades of experience in the financial advisory industry. Since its inception, Pareto has grown into a reputed North West IFA with offices in Manchester City Centre.

The firm now employs 60 members of staff and is made up of employed IFAs, tax experts and business advisors, offering services in pensions, investment savings, employee benefits, protection and mortgages. They have developed a high calibre list of long-standing clients advising both high net worth individuals and corporate clients, including: Klarius Group, Begbies Traynor and JMW Solicitors. The aim of Pareto is to build long standing relationships with their clients, both personal and corporate, to ensure that any policies and investments are tailored and adapted to meet their ever changing objectives.

Areas of expertise include:

Private Matters
• Life cover
• Income protection
• Critical illness
• Investment / saving
• Pension planning
• Tax and Trust Planning

Corporate Matters
• Key person protection
• Shareholder cover
• Relevant Life Policy’s
• Corporate investments
• Pension schemes (incl SIPP/SSAS’s)
• Employee benefits

Mortgage Matters
• Purchases
• Remortgages
• Buy-to-let
• Foreign property
• Commercial loans
• Equity release