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    Stay up to date with all the latest Castlefield company news, blogs, events and videos. Our CORE includes an internal perspective on the Castlefield culture and insights from Co-owners.

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Meet the team

Partner, Client Advice
Chartered ALIBF, Adv DipFA, ACSI

Helen Tandy

Client Adviser
CFP™, MCSI

Michael Owens

Partner, Client Advice
B(Soc)Sci in Social Policy, Chartered Financial Planner

Olivia Bowen

Partner, Client Advice
MSc, CFA, ACSI

Pooja Shah

Partner, Head of Client Engagement and Advice
BA (Hons), DipFA, CeLTCI, Chartered FCSI

Rupert Lovesy

Partner, Client Advice
BSc (Hons), DipPFS

Thomas McCoy

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Castlefield
Copyright © 2024 Castlefield. All rights reserved. Castlefield Investment Partners LLP (CIP) is authorised and regulated by the Financial Conduct Authority (FCA) No. 432488. Registered in England and Wales No. OC302833. Castlefield is a trading name, registered trademark and the property of Castlefield Partners Limited (CPL). Registered in England and Wales No. 06942320. Registered Office for CIP & CPL is 111 Piccadilly, Manchester, M1 2HY, United Kingdom. Part of the Castlefield employee-owned group. Member of the Employee Ownership Association.
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