Associate, Financial Advice
Chartered Financial Planner, APFS
I started my career as a Financial Adviser in 1997 and before joining Castlefield in 2016 spent the previous 12 years at NFU as a Senior Financial Adviser. I have advanced qualifications in Trusts and Taxation and Pension Planning and am qualified to give specialist pension transfer advice.
My goal in moving to work for Castlefield is to be more equipped to offer holistic financial planning, in particular with an emphasis on giving advice that reflects the values, views and objectives of the individual client.
I live in the South West and in my spare time I enjoy walking, gardening and am a keen animal lover.
01722 331 241
Castlefield 'Fastest 50' company
On May 19th 2017, Castlefield was named as one of Ward Hadaway’s ‘Fastest 50’ companies.Read more
Read our Voting Guidelines
Following on from the publishing of our Stewardship report, we have released our Voting Guidelines...Read more
Recognising the Women of Castlefield
Castlefield are pleased to announce that we have been shortlisted for various women in finance awards.Read more