Meet the team

  • Charlie Spencer

Client Services Specialist

BSc (Hons), PGCE

I began work within the financial sector in 2012, prior to which, I graduated from Salford University with a BSc (Hons) in Psychology and Counselling. In 2016, I decided to return to my studies and re-train as a Primary School teacher at the University of Cumbria. I completed a Post Graduate Certificate of Education with Qualified Teacher Status. However, I soon found I missed working within finance and the office environment. I joined the Castlefield team in October 2017.


As part of my role, I support Castlefield in meeting their clients’ needs by ensuring any requested changes to their portfolios are instructed and completed efficiently.


Outside of work, I enjoy spending time with my friends and family, eating out and going to the cinema. I also enjoy going swimming to keep fit. At weekends, I like to watch Banger racing with my dad – usually when it isn’t too cold or wet!