Manager, Financial Advice
Chartered Financial Planner, BA (Hons), APFS
I approached Castlefield having been attracted to their specialism in responsible and sustainable investment and I joined the team in May 2018. My day to day role is to support the financial advice team with product research, report writing and technical assistance to help us to deliver the right outcomes for our clients.
Before joining Castlefield, I worked in various roles within financial advisory firms after graduating from Manchester Metropolitan University in 2010 with a BA (Hons) degree in Financial Services. I have also attained an Advanced Diploma in Financial Planning through the Personal Finance Society and I am a Chartered Financial Planner.
In my spare time I enjoy reading, going to live music events and following my hometown football team, Sheffield United. I’m also (slowly) learning to speak German.
0161 233 4550
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