Olivia Bowen

Partner, Financial Advice

B(Soc)Sci in Social Policy, Chartered Financial Planner

A graduate of Manchester University, I joined Gaeia, now Castlefield, in 1999, attracted by working for a professional firm with ethics at its core. Since then, as a Partner in our financial advice arm, I have helped to channel many millions of pounds into responsible and sustainable investments whilst assisting clients to meet their financial and personal objectives.

As a Chartered Financial Planner, I advise on a wide range of aspects of financial planning. I have advanced qualifications in taxation & trusts, investment & risk and the financial planning process and was delighted to win the Personal Finance Society’s Investment Specialist of the Year Award 2017.

Back in 2005, I achieved 2nd place in Financial Adviser’s Investment Awards as Newly Qualified Investment IFA of the Year and then again in 2006 I was Money Management’s runner up Ethical Investment Planner of the Year. Finally, I was shortlisted again to win their Ethical Financial Planner 2015 Award. I have appeared on Channel 4’s award winning investigative current affairs programme Dispatches, BBC’s Rip off Britain and have also been an expert guest on Radio 4’s Moneybox.

I love being a Mother to my two children, but I also enjoy escaping to the relative calm of the office a few times a week! I have a keen interest in all things aquatic – particularly scuba-diving with sharks. Beyond this, I am committed to protecting the environment and encouraging biodiversity, as well as working towards food, energy and water security for all – I’m greatly interested in how our economic and political systems influence this.

I am a Steering Group member of The Philanthropy Network; I was Chair of the Real Farming Trust from 2013–2017; and on the LV= Member Panel 2014-2018.

0161 233 4550
olivia.bowen@castlefield.com