Pooja Shah

Manager, Financial Advice

MSc, CFA

I started working with Castlefield’s financial advice team in January 2017, when I already had four years’ of industry experience. I’ve always been interested in sustainable, responsible and impact investing and my attraction to Castlefield was the ‘Thoughtful Investor’ approach offered to clients. My work focuses on engagement with clients about their investment objectives, aims and values. I help to look after a portfolio of clients and produce supporting research and reports.

I’m a charter holder (Chartered Financial Analyst) of the CFA Institute and have a Master’s degree (MSc) in finance from Manchester Business School. I continue to take exams to further my technical knowledge, with the investment advice exams of the Chartered Institute for Securities and Investment (CISI) being my current focus.

When I’m not at work, I enjoy watching films, doing yoga, doodling and trying varied cuisines (in and outside the kitchen). I love planning travels in my spare time and am always looking forward to a new adventure!

0161 233 4550
north west, london & south east
pooja.shah@castlefield.com

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