Thomas McCoy

Senior Executive, Financial Advice

DipPFS

 

I joined Castlefield’s financial advice team in January 2017. As a holder of the Diploma in Financial Planning I enjoy the challenge of contributing to a very friendly and dynamic company.

Together with other colleagues I help to look after a portfolio of clients, producing financial reports and research. I’m also building my own group of clients, helping them to identify their aims and objectives and then framing a personal financial plan to meet their needs.

Outside work, I enjoy watching films, listening to music and I’m also a keen Portsmouth FC supporter, where I try and attend as many matches as I can.

 

0161 233 4550
north west
thomas.mccoy@castlefield.com

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