Partner, Financial Advice
Chartered Financial Planner, BA (Hons), FPFS, Chartered MCSI
With over 20 years experience in financial services, I consider myself to have a good breadth and depth of knowledge of the financial world, but I ultimately specialise in advising thoughtful, value-driven clients with complex affairs and multiple financial goals.
I take time to understand clients’ needs, which has resulted in some positive feedback from those I’ve helped. I seem able to explain difficult and often jargon-filled financial strategies in simple, understandable terms. I’m an accountancy graduate, a Chartered Financial Planner and a Fellow of the Personal Finance Society; all of which seems to help when applying a ’holistic’ approach to organising and advising the financial affairs of high net worth clients.
I live in The Ribble Valley with my wife and two young daughters. Other than enjoying parenthood I spend my free time visiting National Trust properties, exploring much of the UK’s countryside, cycling and reading. I believe strongly in the welfare of children and am an active supporter of children’s charities. I also support Amnesty International and am a member of the Green Party.
0161 233 4550
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