Associate, Financial Advice
BA (Hons), DipFA, CeLTCI, ACSI
I’ve been a financial adviser since 2009. I graduated from Exeter University with a BA in Physics and Primary Education and worked for 11 years as a teacher, taking a keen interest in raising awareness of environmental and ethical issues amongst school communities.
Based in Somerset, I advise both local and far-flung clients on savings and investments, family protection and retirement planning and have an additional specialism in planning for the funding of long term care.
When not working, I can usually be found playing guitar or listening to music. I have extensive involvement in a community interest company that nurtures and supports local musicians of all ages and enjoy collaborating with others at local events and recording. I also enjoy exploring the local surroundings with my wife, daughter and Japanese Spitz puppy, Yuki.
0161 233 4550
Winners and Spinners Report 2017
Report reveals best in class ethical funds but disappointingly also uncovers evidence of ‘greenwash’.Read more
Castlefield Survey Results
Appetite for ‘green investments’ is growing but consumers don’t know where to go for advice...Read more
RECOGNITION OF OUR EXPERTISE
We are delighted that Castlefield has received some recent recognition for our expertise.Read more