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Senior Executive, Financial Advice
MSc, BSc, DipPFS
I graduated in 2017 with an MSc in Investment Fund Management from the University of Glasgow, following on from a bachelor’s in Accounting and Finance. After graduating, I gained experience in the financial services sector working for a couple of IFAs before joining Castlefield in 2019 with a Diploma in Regulated Financial Planning.
I was attracted to Castlefield by their emphasis on shared ownership and putting the values of the client first – and the work culture that this has created. My role in the Financial Advice team involves report writing and technical support; ensuring we find the right solutions for a client’s goals. I look forward to continuing my professional development at Castlefield, with the ambition of becoming a Chartered Financial Planner.
Outside of work, I enjoy walks in the lovely, if not wet, North West countryside. I also enjoy baking and I am unfortunate enough to follow my hometown football club, Bolton Wanderers.
0161 233 4550
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In the 2018, we worked with The Chase Films to create a film showing what our Co-owners think about Castlefield.Read more
If you think it’s worth a chat about how we could work together, please get in touch. Email: Funds@castlefield.com Phone: 0161 233 4890Read more