I was delighted to be invited to join Castlefield in late 2016, after 15 years in Financial Services. Previously I was advising primarily high net worth individuals with private banking needs. One of the reasons I wished to join Castlefield was to work within an employee-owned company, advising like-minded clients who wish to invest thoughtfully, with a focus on outcomes other than simply producing a good financial return.
I am a Chartered Associate of the London Institute of Banking and Finance and hold a Diploma in Financial Advice.
Home is generally focused on our three young children. We enjoy going to our family caravan on the East Coast and walking in the Lake District.