Sakshi Bhatia

Senior Executive, Financial Advice

MA (Hons), ACSI

 

I graduated with a MA (Hons) in Business & Finance from the University of Edinburgh in 2017 and was immediately drawn to Castlefield after I learnt about their specialism in responsible and sustainable investment.

I have progressed in my career through the continuous support of the Castlefield Academy and I am now a qualified financial adviser. My day to day role includes frequently interacting with clients, whilst working closely with our ever-growing financial advice team. I find it extremely fulfilling to know that we help our values-driven client base to invest responsibly and to also achieve their long-term financial goals.

Outside of work I enjoy being active and believe that life is meant for continuous learning. One of my greatest interests is health and wellbeing and I spend much of my time growing my knowledge in this area, which I love to share with others too.

0161 233 4550
sakshi.bhatia@castlefield.com