Partner, Financial Advice
A financial adviser since 2004, prior to joining Castlefield in 2014 I was employed by NFU Mutual as a Senior Financial Adviser.
I specialise in advising how to build wealth during clients’ working lifetimes and how to manage, spend and pass on wealth in their retirement years. I arrange clients’ affairs as tax-efficiently as possible and most importantly, help them to invest in line with their social conscience.
I hold the Advanced Financial Planning Qualification for pensions, which enables me to advise clients on both occupational and personal pension planning.
Away from work I take a keen interest in sport, especially cricket and rugby, and am an avid reader of historical fiction novels and thrillers. Most important to me is time with my family.
01722 331 241
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