Paretofp Reviews

Friendly fancial advice

A thoroughly professional and friendly team providing a personal service that gets results

Professional Advice

PFP took the time to understand my requirements before providing excellent professional advice

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

Not had any issues with my financial

Not had any issues with my financial adviser at all only need to see him once a year No need for anymore contact and I get an update every 3 months as well Very happy with the situation

Excellent advice in a friendly manner

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 keep in touch with us on a regular basis and are very helpful in giving updates to our staff members as to how their individual pensions are performing

Professional Efficient

Professional efficient and incredibly customer focused It actually feels like they care for the client

Excellent Company

The staff are very helpful and they respond very quickly to any of my queries They also choose the right person to help you with your finances I have had some very helpful easy to understand advice and it has paid off for me I am very happy with their service and would recommend them

Tailored expert advice

Alan Makinson has supported in a full review of our salary exchange pension scheme providing tailored advice and solutions and is clearly very knowledgeable Alan and his team have also supported us with a full review of our group life and income protection policies improving these for our employees and the terms of each of the policies as well as conducting a market rate review The approach to communication is clear and it has helped make complicated processes much more simple Would recommend