Sakshi Bhatia

Manager, Financial Advice

MA (Hons), ACSI

 

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

I am a financial adviser in our Financial Advice team – achieved with the continuous support of the Castlefield Academy – and my day-to-day role includes frequently interacting with clients, whilst working closely with our ever-growing financial advice team. Being able to help clients to invest responsibly, while also achieving their long-term financial goals, is one of the most fulfilling aspects of my role.

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