Associate, Client Engagement
BA (Hons), BSc (Hons), CeMap, Chartered ALIBF, DipFA
I was delighted to be invited to join Castlefield in late 2016, after 15 years in Financial Services. Previously I was advising primarily high net worth individuals with private banking needs. One of the reasons I wished to join Castlefield was to work within an employee-owned company, advising like-minded clients who wish to invest thoughtfully, with a focus on outcomes other than simply producing a good financial return.
I am a Chartered Associate of the London Institute of Banking and Finance and hold a Diploma in Financial Advice.
Home is generally focused on our three young children. We enjoy going to our family caravan on the East Coast and walking in the Lake District.
0161 233 4890