Senior Executive, Compliance
DipPFS, CertPFS (securities)
I joined Castlefield in 2016, after working in financial services for a number of years at HSBC. During my time there I completed the Diploma in Regulated Financial Advice. Driven by a desire to put the knowledge I gained into practice and being attracted to working for an employee-owned company, Castlefield seemed the obvious place to build my career.
As part of the Compliance team, my day-to-day role is varied and interesting, helping colleagues to understand often complex rules governing our industry. My main focus is on the financial advice part of our business. To that end, I am working towards achieving Chartered Financial Planner status.
Outside of the office most of my time is spent with my young family as well as supporting my local football team, Wigan Athletic.
0161 233 4890
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