Braced for Success

She did it! Our Partner Olivia Bowen won the prestigious PFS Investment Specialist of the Year award in November. The awards celebrate the UK’s finest financial planners, via a rigorous application process designed to discover those with both strong technical skills and true specialism in their field.

 

Olivia found out she had won at the gala dinner on 22nd November at the Camden Roadhouse: “I am so delighted to have won, and that the quality of our advice has been recognised by external experts. I naturally included responsible investment in my case study and I’m sure this strengthened my entry. This award is a real feather in the cap for Castlefield and Socially Responsible Investing.”

 

Olivia also found out in December that she had passed the last of her Advanced Financial Planning exams. She says: “I have been working towards this goal for several years, and it’s been a huge amount of work alongside raising a family and looking after clients. It feels wonderful to be able to demonstrate further our expertise.”

 

Personal Finance Society Award

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