Meet the team

  • Lucy Conboy

Assistant Financial Planner

BSc (Hons), ACSI, DipPFS

I joined Castlefield in December 2018, after graduating from Manchester Metropolitan University in 2017 with a first class degree in economics. Having tried my hand at accountancy for a year, I began to look at pursuing a career within financial services. Castlefield appealed to me because it presented the opportunity to work within an employee-owned business with colleagues who share the same values, in turn looking after clients who place environmental and social concerns at the heart of their investment strategies.

I hold the CISI Investment Advice Diploma and the CII Diploma in Regulated Financial Planning. In my spare time I enjoy traveling with my friends and visiting my family and springer spaniel, Barney, at home in Leeds.