Below you will find answers to some of the Frequently Asked Questions that we receive – just click on the question for the answer.
1. This sounds too good to be true. Is it?
Every successful business owner we work with has been skeptical when first hearing of our services. We understand that. Life teaches us that if things sound too good to be true, they usually are. You will find that what we offer is the exception that proves the rule. A conversation with us is the essential first step to developing your own informed view of us and what we do.
2. I already have an accountant and a financial advisor – why do I need Pareto Lawrence?
Pareto’s services go well beyond those offered by traditional business advisors. We bring together your business and personal financial situation and use the Total Planning System™ to develop a clear and detailed picture of your unique set of circumstances and objectives.
Only when we have that view can financial goals and life goals be aligned and detailed wealth creation strategies recommended. We adapt strategies used by the largest companies for use by successful owner-managed businesses.
Only when we have that view can financial goals and life goals be aligned and detailed wealth creation strategies recommended. We adapt strategies used by the largest companies for use by successful owner-managed businesses.
3. How much will I save?
This depends on many things and will only become clear once we have understood your current situation and goals for the future. However, we find that successful business owners only want to work with us if the savings are substantial. The results we achieve regularly exceed their expectations. Furthermore, if we agree to work together, we will guarantee the results we will produce for you.
4. How much will it cost?
This is also hard to generalise about because of individual circumstances and the tailor-made nature of the service we offer. We offer the kind of service which is typically available only to the very largest companies and the most important thing to know about the cost of our services is that it is well covered by the savings that we generate – usually many times over and always by a guaranteed amount agreed in advance.
5. How long will it take?
Again, that depends. We always agree a timetable with our clients before commencing work. The planning process we go through is very thorough and we need sufficient time with you to collect the necessary information. We then use customised software to analyse this information and identify the key financial issues to focus on to create wealth and help you reach your goals.
As a result of the analysis we usually bring about immediate cost and cash flow savings and put financial strategies in place that will continue to save and make you money for years to come.
As a result of the analysis we usually bring about immediate cost and cash flow savings and put financial strategies in place that will continue to save and make you money for years to come.
6. How much of my time will it take up?
It is important that you are available to see that the information we need is provided. Thereafter, you will need only to be available for meetings where we propose and discuss relevant wealth creation strategies.
Other than that, you will be left free to run your business.
Other than that, you will be left free to run your business.
7. Are your strategies legal?
A very valid question but yes, all of our wealth creation strategies are completely legal.
8. Why doesn’t my accountant offer this service?
Accountants, while expert in their own field, do not have the knowledge or expertise needed to provide the detailed wealth creation advice that Pareto does. It has taken Ray Best and his team many years to develop the Total Planning System™ and most accountants, except those advising the largest companies, are not seeking to develop this expertise. As a result, a number of accountants refer their clients to Pareto.
9. Why haven’t I heard about this before?
Until now, Pareto Lawrence has worked as a small team, perfecting its skills and building its business by referral. It has never advertised. Only now is it making an attempt to introduce other successful business owners to the wealth creation opportunities it offers either by approaching them directly or via their professional advisers.
10. What’s the next step?
If you are a successful business owner, the next step is to contact Ray Best or one of his team using the Contact Us page or on 0845 241 0207 to arrange a free no obligation meeting and wealth opportunity assessment.
