Rupert Lovesy

Associate, Financial Advice

BA (Hons), DipFA, CeLTCI, ACSI

I’ve been a financial adviser since 2009. I graduated from Exeter University with a BA in Physics and Primary Education and worked for 11 years as a teacher, taking a keen interest in raising awareness of environmental and ethical issues amongst school communities.

Based in Somerset, I advise both local and far-flung clients on savings and investments, family protection and retirement planning and have an additional specialism in planning for the funding of long term care.

When not working, I can usually be found playing or listening to music, or exploring the local surroundings with my wife, daughter and Japanese Spitz, Yuki.

0161 233 4550
south west
rupert.lovesy@castlefield.com

Winners and Spinners Report 2017

Report reveals best in class ethical funds but disappointingly also uncovers evidence of ‘greenwash’.

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Castlefield Survey Results

Appetite for ‘green investments’ is growing but consumers don’t know where to go for advice...

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RECOGNITION OF OUR EXPERTISE

We are delighted that Castlefield has received some recent recognition for our expertise.

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