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Associate, Financial Advice
BSc (Hons), DipPFS
I joined Castlefield’s financial advice team in January 2017. As a holder of the Diploma in Financial Planning I enjoy the challenge of contributing to a very friendly and dynamic company.
Together with other colleagues I help to look after a portfolio of clients, producing financial reports and research. I’m also building my own group of clients, helping them to identify their aims and objectives and then framing a personal financial plan to meet their needs.
Outside work, I enjoy watching films, listening to music and I’m also a keen Portsmouth FC supporter, where I try and attend as many matches as I can.
0161 233 4550
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In the 2018, we worked with The Chase Films to create a film showing what our Co-owners think about Castlefield.Read more
If you think it’s worth a chat about how we could work together, please get in touch. Email: Funds@castlefield.com Phone: 0161 233 4890Read more