Pareto Financial Planning

Our first Market & Economic Update webinar of the year took place yesterday. Hosted by Stuart Carswell, the session featured Alex Brandreth, Chief Investment Officer at Luna Investment Management and Chris Isaac, Chartered Financial Planner at Pareto Financial Planning. To watch the full playback click here: https://lnkd.in/gPa_mgHq

Join us for our FREE seminar and mini-expo!! Key speakers will update you on the upcoming changes to payroll, employment law and employee benefits. Gain valuable insights and actionable advice and speak to our exhibitors who can help you introduce a benefit to your business. https://lnkd.in/dzNugJ-6 Napthens LLP Pareto Financial Planning Pegasus Health Mortgage Advice Bureau

We're proud to announce we’ve achieved Cyber Essentials Plus Certification through CyberSmart, building on our Cyber Essentials certification earned in 2024. This advanced certification demonstrates our commitment to cybersecurity, ensuring we protect sensitive data, maintain robust systems, and build trust with our clients and partners. Read more here: https://bit.ly/4jrtLXs #cybersecurity #dataprotection

2024 was an incredible year for us at Pareto Financial Planning as we supported Teenage Cancer Trust as our Charity of the Year. From exciting challenges to meaningful contributions, our team came together to raise over £12,300, including Gift Aid, for this amazing cause. Curious to see what we achieved? Click below to read more about our fundraising journey and the impact we made. https://bit.ly/3Wsxmuo #CharityOfTheYear #TeenageCancerTrust #GivingBack

Blue Monday doesn’t have to live up to its reputation! Turn the day around with these simple tips: - Set small, achievable goals—including financial ones—for a sense of accomplishment. - Spend time outdoors to boost your mood without breaking the bank. - Engage in activities that bring you joy—many don’t cost a thing! - Practice kindness to yourself, your finances, and those around you. Visit our website to find out more on managing your finances: https://bit.ly/3Ch3jir #BlueMonday #FinancialWellbeing

Join us for our first Market & Economic Update webinar of the year on January 28th at 10am. Hosted by Stuart Carswell, the session will feature Alex Brandreth, Chief Investment Officer at Luna Investment Management and Chris Isaac, Chartered Financial Planner at Pareto Financial Planning, discussing the following topics: - UK and Global Economic Outlook for 2025 - President Trump’s Policies and Their Potential Impact - Impact if the Middle East tensions escalate - Perception of the UK from international investors Sign up here: https://bit.ly/3Wk2v3f #Webinar #MarketUpdate #EconomicOutlook #FinancialPlanning

Supporting the communities we live and work in is at the heart of what we do. Each year, we set aside £4,000 to help local organisations that make a real difference in people’s lives. Over the past year, we’ve been proud to contribute to a range of initiatives - from sports teams to educational programs and vital community hubs. It’s inspiring to see the impact these organisations have, and we’re honoured to play a small role in helping them continue their valuable work. Head over to our website to see the initiatives we supported last year: https://bit.ly/4jgPy40 #Communityfunding #GivingBack #ParetoFinancialPlanning

Are you looking to safeguard your wealth for future generations? Listen to Becky Williams in this episode of All Matters Financial as she delves into the essentials of estate and trust planning: https://amzn.to/4agaOCT

Happy Holidays! Our offices will be closed from 5pm on the 23rd of December and reopening on the 2nd of January. See you all in the new year! #MerryChristmas #HappyHanukka #HappyNewYear

A great evening last Friday celebrating with our colleagues at the Pareto Christmas party at Lane 7 🎄