Financial Planning

Working in association with Pareto financial planners we are able to provide financial planning services to help you achieve your business and personal goals.

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.

Areas of expertise:

  • Private matters
    • Pension planning
    • Investment & savings
    • Critical illness cover
    • Income protection
    • Life Cover
    • Inheritance Tax Planning
  • Corporate matters
    • Key person cover
    • Partnership/Shareholder protection
    • Relevant Life cover
    • Employee benefits

For further information please contact Marcus Pilkington on 01254 688100 or MP@paretofp.com

About Marcus.

Marcus started his career within the financial services industry in 2002, and during this time has worked in a number of roles which have included technical support, paraplanning and now as an IFA. He spent his early years working in the City of London, much of this as a Senior Financial Planner advising wealthy business owners and city professionals at the professional services group, Smith & Williamson.

During his time in London, Marcus achieved Chartered Financial Planner status. Marcus advises clients and the legal profession on Personal Injury Trusts and Trustee investments, and his role at Pareto allows him to use his expertise across a number of disciplines, including individual and corporate planning. In particular, he has thorough practical knowledge of retirement planning for both individuals and companies. He understands the need to work closely with both solicitors and the accountancy profession to provide the best advice and build long-term relationships with his clients.