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

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

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