Wednesday September 26 2018

Pareto Financial Planning strengthens advisory team

Experienced chartered financial planner joins Manchester-based consultancy

Pareto Financial Planning strengthens advisory team

Pareto Financial Planning has boosted its advisory team with the arrival of Lisa Selwyn-Shepherd.

Lisa, a chartered financial planner, has joined the Manchester-based consultancy from Serenus Wealth Management in Tarporley, Cheshire.

She has worked in the financial services sector since 2009. She began her career as a pensions administrator before becoming a paraplanner and then an independent financial adviser.

Lisa’s appointment takes the number of advisers in Pareto’s growing team to 18.

She will focus on advising high net worth clients on their financial goals and managing their personal investment portfolios and pension assets.

Lisa, pictured, said: “I’m delighted to join Pareto. The company stood out for me straight away because of the quality of its team, consistent business growth, impressive funds under advice and, most importantly, its client-centric culture.”

Pareto director Paul Stones said: “We are really pleased to have Lisa on board. She will be a fantastic addition to our growing advisory team.

“Her experience of advising high net worth individuals and our shared client-first approach will stand her in good stead in her new role.”

"She will be a fantastic addition to our growing advisory team"
Paul Stones

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