Senior Executive, Financial Advice
My day-to-day role is to support the Financial Advice team with product research, report writing and technical assistance to help deliver the right outcomes for our clients.
I was attracted to Castlefield by the its ethical investment specialism as well as the investment management team’s stewardship and engagement work with companies and funds.
I started my career as a Financial Adviser in 1997 before joining Castlefield in 2019. Earlier in my career, I was with NFU Mutual (an insurance company with deep roots in the agricultural community) for fourteen years as a Senior Financial Adviser.
In 2016 I took some time out; my wife and I spent time travelling and catching up with our friends and family. Away from work, I am a keen walker and enjoy nothing more than putting on my muddy boots.
0161 233 4550