Partner, Partnership Secretary
BA (Hons), ACA, DChA
With two chartered accountants as parents, I tried to avoid following in the family footsteps by doing a degree in Modern Languages, but eventually succumbed to the inevitable and qualified as an ACA with KPMG. Almost thirteen years later, I moved into the charity sector as a Finance Director and it was in that capacity that I was first introduced to Castlefield Investment Partners; they were the investment manager for the charity’s portfolio and one of the few managers at the time to offer a genuinely ethical investment option to the charity sector. My interest in the firm grew and, when the opportunity arose, I became Head of Finance for the group, a position I relinquished at the start of 2020 when I moved into a newly created role of group Partnership Secretary.
Outside work, I am a keen reader and I enjoy swimming as well as spoiling the family’s two cairn terriers.
0161 233 4890
ANNUAL STEWARDSHIP REPORT - 2020
We are pleased to present our Annual Stewardship Report covering 2020.Read more
We are pleased to introduce a secure online portal that will make it easy for clients to access and manage their investments within the ‘Castlefield’ Funds.Find out more
CASTLEFIELD – JUDGED A TOP ETHICAL UK FINANCIAL ADVICE FIRM
We’re delighted that Good With Money has recognised Castlefield in a list of the top 9 ethical financial advisers in the UK.Discover more