Member Article

Pareto Financial Planning bolsters advisory team

Pareto Financial Planning has boosted its advisory team with the appointment of Matthew Lynch.

Matthew has worked in the industry since 2004 and holds qualifications in financial planning, discretionary investment and life and pensions.

He has joined Manchester-based Pareto from Aegon UK, where he was an account manager.

Matthew said: “I’m delighted to join Pareto, which is held in high regard in the market for the quality of service it provides to clients.

“It is also one of the few places where advisers can learn every aspect of the financial planning process, and that was a pivotal factor in my decision to move. I am excited to take the next step in my career development with Pareto.”

Pareto director Paul Stones said: “Matthew is a great addition to our advisory team. He has an infectious passion for providing sound financial advice to individuals, families and businesses and working with their accountant, tax adviser or solicitor to ensure clients’ long-term financial security.

“With our support he will be able to build on his experience and knowledge of the sector and I am sure he will develop into an outstanding adviser.

“We are continually on the lookout for driven professionals to join our advisory team and will be recruiting further over the coming year to support the firm’s growth.”

This was posted in Bdaily's Members' News section by Pareto Financial Planning .