Member Spotlight: Lettie Cartwright, Independent Financial Adviser, Pareto Financial Planning

Introduce yourself:

I’m an independent financial adviser with seven years of experience in the industry, working for Pareto Financial Planning for the last 3 years. My favourite things in life are catching up with friends and family, walking my dog Teddy, and enjoying having a wind down after a busy week.

Career highlight:

Earning my diploma and officially becoming a financial adviser was a big moment for me. It was something I had been working towards since going to uni and doing my banking and finance degree. Also, doing my first meeting as an adviser stands out.

Name three words that describe your personality:

Trustworthy, resilient, motivated. Or so everyone says!

What’s the best thing about pro-manchester:

The opportunity to meet new people in similar and different fields. It’s nice to meet people who you can relate to and people that you can learn from. I always come away from an event with new information to take with me.

What are your priorities for 2025?

To keep progressing towards chartered status and I’m always continuing to build my client and professional relationships.

What do you think are the most important things going on in Manchester at the moment?

It’s cultural and arts scene / movement. It’s nice to see how Manchester has maintained the momentum over the years.

Favourite meeting place in Manchester?

Dishoom, a great spot for lunch. It’s somewhere I seem to go back to repeatedly with clients.

Are their any particular types of businesses that you would like to meet?

Accountants and solicitors, there is always crossover of our work, and we can provide a well-rounded service together.