Manchester-based Pareto Financial Planning has boosted its team of advisers with the appointment a new Chartered Financial Planner.
Lisa Selwyn-Shepherd joins the Manchester-based firm from Serenus Wealth Management in Cheshire.
Ms Selwyn-Shepherd has worked in financial services since 2009 and began her career as a pensions administrator before becoming a Paraplanner and then an IFA.
Her appointment takes the number of advisers in Pareto’s team to 18.
Pareto says she will focus on advising high net worth clients.
Ms Selwyn-Shepherd 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.”
Pareto advises individual and corporate clients on all aspects of Financial Planning. The firm, which is celebrating a decade in business, increased turnover by 18 per cent to £4.8m in its latest financial year. Funds under influence increased by £130m to over £600m.
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