Partner, Financial Advice
Chartered ALIBF, Adv DipFA, ACSI, Pension Transfer Specialist
I have been in Financial Services for over 20 years working for either mutual or socially oriented businesses, first at Nationwide Building Society and then as a Financial Adviser at Co-operative Financial Services. I joined Castlefield (Gaeia at the time) as I wanted to specialise in ethically screened advice. It is rewarding to be able to link my concerns for the environment, food security and wildlife within my work.
I have completed my Chartered qualifications in financial services. I also hold higher qualifications in taxation, trusts, long term care advice and the advanced qualification for pensions, which enables me to advise clients on both occupational and personal pension planning.
I use fair trade, organic and local produce where possible. I am working with Chester Zoo as part of its Wildlife Connections project. This links with my role with Chester and District Friends of the Earth (FOE) working on projects to protect our bees through our– Bee Cause Campaign.
I have been growing vegetables for a number of years with varying degrees of success. I’m the Treasurer of Chester FoE and also a member of the Green Party.
0161 233 4550
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