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Friday, June 21, 2024
AppointmentsPhil Young takes Non-executive Director role at Pareto Financial Planning

Phil Young takes Non-executive Director role at Pareto Financial Planning

Phil Young has been appointed as a Non-executive Director at Manchester based Pareto Financial Planning.

Young joins award-winning Pareto Financial Planning following senior positions held most recently as 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 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.”

Phil Young, Non-executive Director Pareto Financial Planning, said: “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.

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 head count 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.

Sam Allcock
Sam Allcock
With over 20 years of experience in the field SEO and digital marketing, Sam Allcock is a highly regarded entrepreneur. He is based in Cheshire but has an interest in all things going on in the North West and enjoys contributing local news to the site.
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