Meet the team

Alison Newall

Associate, Investment Management

Amanda Blan

Senior Executive, Finance

Amelia Overd

Manager, Investment Management

Anthony Kiantos

Manager, ACD Operations

Barney Timson

Executive, Investment Management

Catherine Hughes

Associate, Client Engagement

Catherine Player

Senior Executive, Marketing Communications

Charlie Spencer

Senior Executive, Client Services

Daniel Kyle

Senior Executive, Risk

Daniel Lonsdale

Manager, Investment Management

David Elton

Partner, Investment Management

David Gorman

Partner, Investment Management

Dean Muller

Executive, Investment Management

Deborah Warrender

Associate, Finance

Efua Uke

Executive, Financial Advice

Ewelina N. Wilson

Partner, Head of People & Training

Graeme Glister

Senior Executive, Financial Advice

Haydon Waldek

Partner, Financial Advice

Helen Tandy

Partner, Financial Advice

Hugh Austin

Senior Executive, Financial Advice

Ita McMahon

Associate, Investment Management

Jeremy Burden

Partner, IT

John Alexander

Partner, Head of Client Engagement

John Eckersley

Managing Partner

Julian Alvarez

Senior Executive, Financial Advice

Julie McLoughlin

Executive, Financial Advice

Karen Brown

Executive, Client Services

Kate Robins

Senior Executive, Finance

Kathryn Holland

Partner, Head of Finance

Lucy Conboy

Senior Executive, Financial Advice

Mandy Loughnane

Manager, Client Services

Mark Elliott

Partner, Head of Investment Management

Matt Ralph

Partner, Financial Advice

Michael Owens

Senior Executive, Financial Advice

Michael Richardson

Associate, Compliance & Director, Piccadilly Trustee Limited

Mike Heron

Executive, Investment Management

Nathan Cameron

Manager, Marketing Communications

Nicole Bethell

Senior Executive, Client Services

Olivia Bowen

Partner, Financial Advice

Pooja Shah

Manager, Financial Advice

Richard Slattery-Vickers

Partner, ACD Operations

Rioghna Gannon

Associate, Compliance

Rory Hammerson

Partner, Investment Management

Rupert Lovesy

Partner, Financial Advice

Safa Asad

Senior Executive, ACD Operations

Sakshi Bhatia

Senior Executive, Financial Advice

Sarah Hanlon

Partner, Head of Risk & Compliance

Simon Holman

Partner, Investment Management

Summayya Mosam

Partner, Head of Client Services

Susan Cohen

Partner, Partnership Secretary

Tara Lawford

Executive, Marketing Communications

Thomas McCoy

Associate, Financial Advice

Thomas Nixon

Senior Executive, Compliance

Trevor Lincoln

Employee Ownership Consultant

Vienna Borowska

Executive, Client Services

LIFE AT CASTLEFIELD - THE THOUGHTFUL INVESTOR

We worked with The Chase Films to create our own short film, giving a glimpse into life working at Castlefield.

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CASTLEFIELD CHARITY CHAMPION - RORY HAMMERSON

Rory is our latest charity champion and he explains how his family’s trust is put to good use.

Read on

EMPLOYEE OWNERSHIP DAY 2021

One of our co-owners Nathan Cameron, gives an account of his experience celebrating his first EO day, an annual celebration of all things to do with employee ownership.

Find out more