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We are delighted to announce that following the retirement of Rory Percival, Phil Young has been appointed as a Non-executive Director at Pareto.

Phil brings with him a wealth of experience in operational and client excellence having previously held senior positions, including former Managing Director at Threesixty and chair of Sense Network until its acquisition by Adviser Services Holding in 2020. He was also chair of Ludlow Wealth Management until its acquisition by AIM listed Mattioli Woods in 2021.

Paul Stones, Managing Director, Pareto Financial Planning, said: “We are delighted to welcome Phil to the Pareto team. He brings a wealth of experience in operational and client excellence, which will help us capitalise on the momentum and growth we have, and continue to experience.”

“Pareto has a great reputation for its focus on people first – whether that be clients or its staff – and I hope that I can play a part in this next stage of the businesses’ development. I’ve always been interested in the use of technology, and both organic and inorganic growth, all of which are key ingredients to Pareto’s business plan going forward.”

Phil Young, Non-executive Director at Pareto Financial Planning

Pareto Financial Planning recently announced that it had reported strong growth increasing turnover by 22% and exceeding £1 billion of assets under its management for the year ending 21/22.

Pareto Financial Planning’s headcount also increased by 20% in 20/21 bringing the total number of employees to over 70. Pareto Financial Planning has a number of open positions as it looks to further expand its team.

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Pareto Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA).