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Welcome Philip

September 2019

Pareto Financial Planning has strengthened its team with the appointment of a former captain in the Royal Marines as an independent financial adviser.

Since leaving the military, Philip May has gained more than 10 years’ financial advisory experience.

Philip advises individual and corporate clients on matters including investment strategies, portfolio management, tax, trust and estate planning and pensions and retirement planning.

Pareto director Stuart Carswell said: “We are delighted that Philip has joined us at what is an exciting time for the business.
“He brings with him a wealth of not only financial advisory experience but also his life experience, which will stand him in good stead as he develops and forges new relationships with our clients as their trusted adviser.”

Philip said: “I’m delighted to be offered this opportunity with Pareto and look forward to continuing the development of my second career with such a highly-regarded firm.”

Pareto advises clients on all aspects of financial planning, including pensions, investments, protection and employee benefits.
The firm now has 18 independent financial advisers who work with individuals and businesses across the north west as well as in
partnership with accountancy practices throughout the region, offering financial planning advice to their clients.

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