Partner, Investment Management
MA (Hons), MBA, Chartered MCSI
I joined Castlefield in 2013 but I’ve worked in the industry since 1996, mainly in research but also doing traditional stockbroking at firms such as Brown Shipley and WH Ireland. Before I entered the investment industry, I did an MBA at Alliance Manchester Business School. My day-to-day role is to oversee research into both equities and collective funds and this research feeds directly into our investment decision-making. I represent Castlefield on external bodies such as the Chartered Institute for Securities and Investments, our professional body. I am also involved in groups which advise the UK Financial Reporting Council on investor attitudes and on corporate reporting.
I am married and have three adult children, a daughter and twin sons.
0161 233 4890
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